Gemmer Asset Management’s Iron Mountain IRM Stock Holding History

Gemmer Asset 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
2021 Q3	–	Sell	-125	Closed	-$5K	–	1349
2021 Q2	$5K	Hold	125	–	–	﹤0.01%	1083
2021 Q1	$5K	Hold	125	–	–	﹤0.01%	1057
2020 Q4	$4K	Buy	+125	New	+$3.47K	﹤0.01%	1087
2020 Q1	–	Sell	-236	Closed	-$8K	–	1338
2019 Q4	$8K	Sell	236 -300	-56%	-$9.84K	﹤0.01%	741
2019 Q3	$17K	Buy	536 +9	+2%	+$283	﹤0.01%	445
2019 Q2	$16K	Buy	527 +309	+142%	+$10.1K	﹤0.01%	454
2019 Q1	$8K	Buy	218 +5	+2%	+$177	﹤0.01%	785
2018 Q4	$7K	Buy	213 +130	+157%	+$4.26K	﹤0.01%	767
2018 Q3	$3K	Hold	83	–	–	﹤0.01%	1190
2018 Q2	$3K	Buy	83 +7	+9%	+$236	﹤0.01%	1204
2018 Q1	$2K	Sell	76 -1	-1%	-$34	﹤0.01%	1293
2017 Q4	$3K	Hold	77	–	–	﹤0.01%	1126
2017 Q3	$3K	Hold	77	–	–	﹤0.01%	1125
2017 Q2	$3K	Hold	77	–	–	﹤0.01%	1103
2017 Q1	$3K	Hold	77	–	–	﹤0.01%	1094
2016 Q4	$3K	Buy	77 +10	+15%	+$332	﹤0.01%	1080
2016 Q3	$3K	Hold	67	–	–	﹤0.01%	1064
2016 Q2	$3K	Hold	67	–	–	﹤0.01%	1030
2016 Q1	$2K	Buy	+67	New	+$1.92K	﹤0.01%	1077
2014 Q3	–	Sell	-189	Closed	-$6K	–	1449
2014 Q2	$6K	Hold	189	–	–	﹤0.01%	834
2014 Q1	$5K	Buy	+189	New	+$4.83K	﹤0.01%	871

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

Gemmer Asset Management's IRM Position: Q3 2021 in Review

Gemmer Asset Management sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 125 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in IRM in Q1 2014 and held it in 21 quarters. The position peaked at $17K in Q3 2019. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Gemmer Asset Management reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 125 Iron Mountain shares in Q3 2021, an estimated $5K.
Gemmer Asset Management first reported a position in Iron Mountain in Q1 2014 and held it in 21 quarters.
Gemmer Asset Management's Iron Mountain position peaked at $17K in Q3 2019.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.