Manchester Financial’s Iron Mountain IRM Stock Holding History

Manchester Financial’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	-87	Closed	-$3K	–	731
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	507
2020 Q3	$2K	Buy	+87	New	+$2.48K	﹤0.01%	487

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

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

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

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

Manchester Financial's IRM Position: Q1 2021 in Review

Manchester Financial sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 87 shares — an estimated $3K sold.

Manchester Financial first reported a position in IRM in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 630 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Manchester Financial reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Manchester Financial sold 87 Iron Mountain shares in Q1 2021, an estimated $3K.
Manchester Financial first reported a position in Iron Mountain in Q3 2020 and held it in 2 quarters.
Manchester Financial's Iron Mountain position peaked at $3K in Q4 2020.
630 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Manchester Financial's 13F filing for Q1 2021, filed 3 May 2021.