Fulcrum Equity Management’s Iron Mountain IRM Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-82	Closed	-$3K	–	152
2019 Q3	$3K	Buy	+82	New	+$2.58K	﹤0.01%	191

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fulcrum Equity Management's IRM Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Iron Mountain (IRM) in Q4 2019, closing a stake of 82 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in IRM in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 577 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

Fulcrum Equity Management reported no remaining Iron Mountain position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 82 Iron Mountain shares in Q4 2019, an estimated $3K.
Fulcrum Equity Management first reported a position in Iron Mountain in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Iron Mountain position peaked at $3K in Q3 2019.
577 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.