HBC Financial Services’s Iron Mountain IRM Stock Holding History

HBC Financial Services’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
2020 Q1	–	Sell	-900	Closed	-$28K	–	158
2019 Q4	$28K	Buy	+900	New	+$29.5K	0.02%	95

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

HBC Financial Services's IRM Position: Q1 2020 in Review

HBC Financial Services sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 900 shares — an estimated $28K sold.

HBC Financial Services first reported a position in IRM in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

HBC Financial Services reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
HBC Financial Services sold 900 Iron Mountain shares in Q1 2020, an estimated $28K.
HBC Financial Services first reported a position in Iron Mountain in Q4 2019 and held it in 1 quarter.
HBC Financial Services's Iron Mountain position peaked at $28K in Q4 2019.
538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on HBC Financial Services's 13F filing for Q1 2020, filed 4 May 2020.