Gofen & Glossberg’s Iron Mountain IRM Stock Holding History

Gofen & Glossberg’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	-3,691	Closed	-$205K	–	586
2022 Q1	$205K	Buy	+3,691	New	+$176K	﹤0.01%	550

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gofen & Glossberg's IRM Position: Q2 2022 in Review

Gofen & Glossberg sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 3,691 shares — an estimated $205K sold.

Gofen & Glossberg first reported a position in IRM in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Gofen & Glossberg reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Gofen & Glossberg sold 3,691 Iron Mountain shares in Q2 2022, an estimated $205K.
Gofen & Glossberg first reported a position in Iron Mountain in Q1 2022 and held it in 1 quarter.
Gofen & Glossberg's Iron Mountain position peaked at $205K in Q1 2022.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.