McMillion Capital Management’s Iron Mountain IRM Stock Holding History

McMillion Capital 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
2023 Q2	$1.23M	Sell	21,672 -460	-2%	-$25.2K	1.1%	34
2023 Q1	$1.17M	Sell	22,132 -1,285	-5%	-$67.3K	1.1%	35
2022 Q4	$1.17M	Sell	23,417 -465	-2%	-$23.5K	1.06%	38
2022 Q3	$1.05M	Sell	23,882 -645	-3%	-$32.6K	0.97%	38
2022 Q2	$1.19M	Sell	24,527 -5,900	-19%	-$310K	0.99%	39
2022 Q1	$1.69M	Sell	30,427 -3,710	-11%	-$177K	1.04%	39
2021 Q4	$1.79M	Buy	+34,137	New	+$1.61M	0.97%	41
2021 Q1	–	Sell	-1,950	Closed	-$57K	–	178
2020 Q4	$57K	Buy	+1,950	New	+$54.1K	0.03%	112
2020 Q2	–	Sell	-1,950	Closed	-$46K	–	165
2020 Q1	$46K	Buy	1,950 +500	+34%	+$15.1K	0.03%	94
2019 Q4	$46K	Buy	1,450 +450	+45%	+$14.8K	0.02%	113
2019 Q3	$32K	Hold	1,000	–	–	0.02%	129
2019 Q2	$31K	Buy	+1,000	New	+$32.8K	0.02%	134

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

McMillion Capital Management's IRM Position: Q2 2023 in Review

McMillion Capital Management reduced its Iron Mountain (IRM) stake by 2.1% in Q2 2023, selling an estimated $25.2K and leaving 21,672 shares worth $1.23M. The position accounts for 1.1% of the portfolio, ranked #34.

McMillion Capital Management first reported a position in IRM in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.79M in Q4 2021. 817 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

McMillion Capital Management held 21,672 shares of Iron Mountain worth $1.23M as of Q2 2023.
McMillion Capital Management sold 460 Iron Mountain shares in Q2 2023, an estimated $25.2K.
Iron Mountain made up 1.1% of McMillion Capital Management's portfolio in Q2 2023, its #34 holding.
McMillion Capital Management first reported a position in Iron Mountain in Q2 2019 and has held it in 12 quarters since.
McMillion Capital Management's Iron Mountain position peaked at $1.79M in Q4 2021.
817 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.