EWM
IRM icon

Evercore Wealth Management’s Iron Mountain IRM Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-183
Closed -$7K – 563
2017
Q4 		$7K Hold
183
– – ﹤0.01% 831
2017
Q3 		$7K Sell
183
-225
-55% -$8.41K ﹤0.01% 814
2017
Q2 		$14K Buy
408
+225
+123% +$7.87K ﹤0.01% 772
2017
Q1 		$7K Sell
183
-35
-16% -$1.24K ﹤0.01% 856
2016
Q4 		$7K Buy
218
+35
+19% +$1.16K ﹤0.01% 856
2016
Q3 		$7K Sell
183
-180
-50% -$6.94K ﹤0.01% 902
2016
Q2 		$14K Buy
+363
New +$13.2K ﹤0.01% 805
2015
Q2 		– Sell
-244
Closed -$9K – 1076
2015
Q1 		$9K Hold
244
– – ﹤0.01% 877
2014
Q4 		$9K Buy
244
+16
+7% +$582 ﹤0.01% 755
2014
Q3 		$7K Sell
228
-19
-8% -$616 ﹤0.01% 846
2014
Q2 		$8K Hold
247
– – ﹤0.01% 860
2014
Q1 		$6K Hold
247
– – ﹤0.01% 848
2013
Q4 		$7K Hold
247
– – ﹤0.01% 778
2013
Q3 		$6K Hold
247
– – ﹤0.01% 819
2013
Q2 		$6K Buy
+247
New +$7.97K ﹤0.01% 755

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return