Howe & Rusling’s Iron Mountain IRM Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-804	Closed	-$35K	–	667
2022 Q3	$35K	Hold	804	–	–	﹤0.01%	352
2022 Q2	$39K	Hold	804	–	–	﹤0.01%	335
2022 Q1	$45K	Hold	804	–	–	0.01%	327
2021 Q4	$42K	Hold	804	–	–	﹤0.01%	340
2021 Q3	$35K	Hold	804	–	–	﹤0.01%	345
2021 Q2	$34K	Hold	804	–	–	﹤0.01%	337
2021 Q1	$30K	Sell	804 -145	-15%	-$4.85K	﹤0.01%	351
2020 Q4	$28K	Sell	949 -601	-39%	-$16.7K	﹤0.01%	344
2020 Q3	$42K	Sell	1,550 -515	-25%	-$14.7K	0.01%	281
2020 Q2	$54K	Sell	2,065 -1,608	-44%	-$40.6K	0.01%	244
2020 Q1	$87K	Sell	3,673 -136,889	-97%	-$4.14M	0.02%	207
2019 Q4	$4.48M	Buy	140,562 +1,542	+1%	+$50.6K	0.74%	48
2019 Q3	$4.5M	Sell	139,020 -5,295	-4%	-$166K	0.79%	42
2019 Q2	$4.52M	Buy	+144,315	New	+$4.73M	0.78%	44
2016 Q3	–	Sell	-490	Closed	-$20K	–	1078
2016 Q2	$20K	Buy	+490	New	+$17.8K	﹤0.01%	347

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Howe & Rusling's IRM Position: Q4 2022 in Review

Howe & Rusling sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 804 shares — an estimated $35K sold.

Howe & Rusling first reported a position in IRM in Q2 2016 and held it in 15 quarters. The position peaked at $4.52M in Q2 2019. 783 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

Howe & Rusling reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 804 Iron Mountain shares in Q4 2022, an estimated $35K.
Howe & Rusling first reported a position in Iron Mountain in Q2 2016 and held it in 15 quarters.
Howe & Rusling's Iron Mountain position peaked at $4.52M in Q2 2019.
783 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.