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Enterprise Trust & Investment’s Iron Mountain IRM Stock Holding History

Enterprise Trust & Investment’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$10K – 201
2021
Q4 		$10K Buy
+200
New +$9.45K ﹤0.01% 191

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Enterprise Trust & Investment's IRM Position: Q1 2022 in Review

Enterprise Trust & Investment sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

Enterprise Trust & Investment first reported a position in IRM in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Enterprise Trust & Investment reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Enterprise Trust & Investment sold 200 Iron Mountain shares in Q1 2022, an estimated $10K.
  • Enterprise Trust & Investment first reported a position in Iron Mountain in Q4 2021 and held it in 1 quarter.
  • Enterprise Trust & Investment's Iron Mountain position peaked at $10K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Enterprise Trust & Investment's 13F filing for Q1 2022, filed 8 Apr 2022.