Leelyn Smith’s Iron Mountain IRM Stock Holding History

Leelyn Smith’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	-224	Closed	-$12K	–	382
2021 Q4	$12K	Hold	224	–	–	﹤0.01%	276
2021 Q3	$10K	Hold	224	–	–	﹤0.01%	279
2021 Q2	$9K	Hold	224	–	–	﹤0.01%	286
2021 Q1	$8K	Hold	224	–	–	﹤0.01%	307
2020 Q4	$7K	Hold	224	–	–	﹤0.01%	295
2020 Q3	$6K	Hold	224	–	–	﹤0.01%	287
2020 Q2	$6K	Hold	224	–	–	﹤0.01%	351
2020 Q1	$5K	Hold	224	–	–	﹤0.01%	284
2019 Q4	$7K	Buy	+224	New	+$7.34K	﹤0.01%	279

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leelyn Smith's IRM Position: Q1 2022 in Review

Leelyn Smith sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 224 shares — an estimated $12K sold.

Leelyn Smith first reported a position in IRM in Q4 2019 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Leelyn Smith reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 224 Iron Mountain shares in Q1 2022, an estimated $12K.
Leelyn Smith first reported a position in Iron Mountain in Q4 2019 and held it in 9 quarters.
Leelyn Smith's Iron Mountain position peaked at $12K in Q4 2021.
777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.