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Longfellow Investment Management’s Iron Mountain IRM Stock Holding History

Longfellow Investment 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
2021
Q1 		– Sell
-1,664
Closed -$50K – 536
2020
Q4 		$50K Buy
+1,664
New +$46.2K 0.01% 373

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

Longfellow Investment Management's IRM Position: Q1 2021 in Review

Longfellow Investment Management sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 1,664 shares — an estimated $50K sold.

Longfellow Investment Management first reported a position in IRM in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 630 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • Longfellow Investment Management reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 1,664 Iron Mountain shares in Q1 2021, an estimated $50K.
  • Longfellow Investment Management first reported a position in Iron Mountain in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's Iron Mountain position peaked at $50K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.