Inscription Capital’s Iron Mountain IRM Stock Holding History

Inscription Capital’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 Q3	–	Sell	-7,110	Closed	-$301K	–	298
2021 Q2	$301K	Buy	+7,110	New	+$298K	0.03%	255

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Inscription Capital's IRM Position: Q3 2021 in Review

Inscription Capital sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 7,110 shares — an estimated $301K sold.

Inscription Capital first reported a position in IRM in Q2 2021 and held it in 1 quarter. The position peaked at $301K in Q2 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Inscription Capital reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
Inscription Capital sold 7,110 Iron Mountain shares in Q3 2021, an estimated $301K.
Inscription Capital first reported a position in Iron Mountain in Q2 2021 and held it in 1 quarter.
Inscription Capital's Iron Mountain position peaked at $301K in Q2 2021.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.