FormulaFolio Investments’s Iron Mountain IRM Stock Holding History

FormulaFolio Investments’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
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	366
2021 Q1	$4K	Sell	89 -84,061	-100%	-$2.81M	﹤0.01%	356
2020 Q4	$2.48M	Buy	84,150 +65,562	+353%	+$1.82M	0.05%	226
2020 Q3	$498K	Sell	18,588 -1,783	-9%	-$50.7K	0.02%	203
2020 Q2	$532K	Sell	20,371 -3,299	-14%	-$83.3K	0.02%	183
2020 Q1	$563K	Sell	23,670 -4,104	-15%	-$124K	0.03%	164
2019 Q4	$885K	Buy	27,774 +343	+1%	+$11.2K	0.03%	188
2019 Q3	$889K	Buy	27,431 +6,416	+31%	+$202K	0.03%	170
2019 Q2	$658K	Buy	21,015 +8,709	+71%	+$285K	0.03%	178
2019 Q1	$436K	Buy	+12,306	New	+$435K	0.02%	210

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's IRM Position: Q2 2021 in Review

FormulaFolio Investments held its Iron Mountain (IRM) position steady in Q2 2021 at 89 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

FormulaFolio Investments first reported a position in IRM in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.48M in Q4 2020. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

FormulaFolio Investments held 89 shares of Iron Mountain worth $4K as of Q2 2021.
FormulaFolio Investments left its Iron Mountain share count unchanged in Q2 2021.
Iron Mountain made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #366 holding.
FormulaFolio Investments first reported a position in Iron Mountain in Q1 2019 and has held it in 10 quarters since.
FormulaFolio Investments's Iron Mountain position peaked at $2.48M in Q4 2020.
686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.