Highstreet Asset Management’s Iron Mountain IRM Stock Holding History

Highstreet 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
2019 Q4	$319K	Buy	+9,996	New	+$328K	0.01%	440
2019 Q2	–	Sell	-9,857	Closed	-$350K	–	441
2019 Q1	$350K	Sell	9,857 -7,229	-42%	-$255K	0.02%	237
2018 Q4	$554K	Buy	+17,086	New	+$560K	0.04%	208
2016 Q4	–	Sell	-17,890	Closed	-$671K	–	171
2016 Q3	$671K	Buy	17,890 +6,635	+59%	+$256K	0.23%	102
2016 Q2	$448K	Sell	11,255 -1,890	-14%	-$68.8K	0.16%	110
2016 Q1	$446K	Buy	+13,145	New	+$378K	0.16%	117

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Highstreet Asset Management's IRM Position: Q4 2019 in Review

Highstreet Asset Management opened a new position in Iron Mountain (IRM) in Q4 2019: 9,996 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Highstreet Asset Management previously reported a position in IRM as recently as Q1 2019.

Highstreet Asset Management first reported a position in IRM in Q1 2016 and has held it in 6 quarters since. The position peaked at $671K in Q3 2016. 578 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

Highstreet Asset Management held 9,996 shares of Iron Mountain worth $319K as of Q4 2019.
Iron Mountain was a new Highstreet Asset Management position in Q4 2019.
Iron Mountain made up 0.01% of Highstreet Asset Management's portfolio in Q4 2019, its #440 holding.
Highstreet Asset Management first reported a position in Iron Mountain in Q1 2016 and has held it in 6 quarters since.
Highstreet Asset Management's Iron Mountain position peaked at $671K in Q3 2016.
578 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.