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Gitterman Wealth Management’s Iron Mountain IRM Stock Holding History

Gitterman 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
2023
Q1 		– Sell
-4,821
Closed -$240K – 100
2022
Q4 		$240K Sell
4,821
-180
-4% -$9.09K 0.12% 51
2022
Q3 		$219K Buy
5,001
+370
+8% +$18.7K 0.23% 55
2022
Q2 		$225K Sell
4,631
-580
-11% -$30.5K 0.21% 52
2022
Q1 		$289K Buy
5,211
+515
+11% +$24.5K 0.23% 51
2021
Q4 		$245K Buy
+4,696
New +$222K 0.18% 70

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gitterman Wealth Management's IRM Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 4,821 shares — an estimated $240K sold.

Gitterman Wealth Management first reported a position in IRM in Q4 2021 and held it in 5 quarters. The position peaked at $289K in Q1 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Gitterman Wealth Management reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,821 Iron Mountain shares in Q1 2023, an estimated $240K.
  • Gitterman Wealth Management first reported a position in Iron Mountain in Q4 2021 and held it in 5 quarters.
  • Gitterman Wealth Management's Iron Mountain position peaked at $289K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.