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HighTower Trust’s Iron Mountain IRM Stock Holding History

HighTower Trust’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
2021
Q1 		– Sell
-16,301
Closed -$481K – 99
2020
Q4 		$481K Buy
16,301
+148
+0.9% +$4.11K 0.07% 86
2020
Q3 		$433K Sell
16,153
-1,095
-6% -$31.2K 0.07% 90
2020
Q2 		$450K Buy
+17,248
New +$436K 0.07% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Trust's IRM Position: Q1 2021 in Review

HighTower Trust sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 16,301 shares — an estimated $481K sold.

HighTower Trust first reported a position in IRM in Q2 2020 and held it in 3 quarters. The position peaked at $481K in Q4 2020. 630 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • HighTower Trust reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • HighTower Trust sold 16,301 Iron Mountain shares in Q1 2021, an estimated $481K.
  • HighTower Trust first reported a position in Iron Mountain in Q2 2020 and held it in 3 quarters.
  • HighTower Trust's Iron Mountain position peaked at $481K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on HighTower Trust's 13F filing for Q1 2021, filed 3 May 2021.