Jupiter Asset Management’s Iron Mountain IRM Stock Holding History

Jupiter 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
2022 Q1	–	Sell	-4,062	Closed	-$213K	–	563
2021 Q4	$213K	Sell	4,062 -33,850	-89%	-$1.6M	﹤0.01%	534
2021 Q3	$1.65M	Buy	37,912 +11,590	+44%	+$522K	0.02%	366
2021 Q2	$1.11M	Buy	+26,322	New	+$1.1M	0.01%	427

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jupiter Asset Management's IRM Position: Q1 2022 in Review

Jupiter Asset Management sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 4,062 shares — an estimated $213K sold.

Jupiter Asset Management first reported a position in IRM in Q2 2021 and held it in 3 quarters. The position peaked at $1.65M in Q3 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Jupiter Asset Management reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
Jupiter Asset Management sold 4,062 Iron Mountain shares in Q1 2022, an estimated $213K.
Jupiter Asset Management first reported a position in Iron Mountain in Q2 2021 and held it in 3 quarters.
Jupiter Asset Management's Iron Mountain position peaked at $1.65M in Q3 2021.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Jupiter Asset Management's 13F filing for Q1 2022, filed 11 May 2022.