GEA
IRM icon

Glen Eagle Advisors’s Iron Mountain IRM Stock Holding History

Glen Eagle Advisors’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
2022
Q2 		– Sell
-200
Closed -$11.1K – 1017
2022
Q1 		$11.1K Sell
200
-385
-66% -$18.3K ﹤0.01% 605
2021
Q4 		$30.6K Sell
585
-1,832
-76% -$86.6K 0.01% 447
2021
Q3 		$105K Buy
2,417
+51
+2% +$2.3K 0.03% 274
2021
Q2 		$100K Sell
2,366
-50
-2% -$2.1K 0.03% 272
2021
Q1 		$89.4K Sell
2,416
-444
-16% -$14.8K 0.03% 264
2020
Q4 		$84.3K Buy
2,860
+200
+8% +$5.55K 0.03% 253
2020
Q3 		$71.3K Buy
2,660
+40
+2% +$1.14K 0.03% 260
2020
Q2 		$68.4K Buy
2,620
+100
+4% +$2.52K 0.04% 247
2020
Q1 		$60K Buy
2,520
+80
+3% +$2.42K 0.04% 244
2019
Q4 		$77.8K Hold
2,440
– – 0.04% 258
2019
Q3 		$79K Buy
2,440
+75
+3% +$2.36K 0.05% 226
2019
Q2 		$74K Buy
2,365
+100
+4% +$3.28K 0.05% 230
2019
Q1 		$80.3K Buy
2,265
+310
+16% +$10.9K 0.06% 218
2018
Q4 		$63.4K Buy
1,955
+75
+4% +$2.46K 0.05% 224
2018
Q3 		$64.9K Hold
1,880
– – 0.05% 237
2018
Q2 		$65.8K Hold
1,880
– – 0.05% 231
2018
Q1 		$61.8K Buy
1,880
+890
+90% +$30K 0.05% 230
2017
Q4 		$37.4K Hold
990
– – 0.03% 276
2017
Q3 		$38.5K Buy
990
+130
+15% +$4.86K 0.04% 264
2017
Q2 		$29.6K Buy
860
+300
+54% +$10.5K 0.02% 261
2017
Q1 		$20K Buy
560
+375
+203% +$13.3K 0.02% 283
2016
Q4 		$6.01K Buy
+185
New +$6.15K 0.01% 420

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glen Eagle Advisors's IRM Position: Q2 2022 in Review

Glen Eagle Advisors sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 200 shares — an estimated $11.1K sold.

Glen Eagle Advisors first reported a position in IRM in Q4 2016 and held it in 22 quarters. The position peaked at $105K in Q3 2021. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Glen Eagle Advisors reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Glen Eagle Advisors sold 200 Iron Mountain shares in Q2 2022, an estimated $11.1K.
  • Glen Eagle Advisors first reported a position in Iron Mountain in Q4 2016 and held it in 22 quarters.
  • Glen Eagle Advisors's Iron Mountain position peaked at $105K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Glen Eagle Advisors's 13F filing for Q2 2022, filed 13 Aug 2024.