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Meristem Family Wealth’s Iron Mountain IRM Stock Holding History

Meristem Family Wealth’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
Q4 		– Sell
-6,486
Closed -$282K – 411
2021
Q3 		$282K Sell
6,486
-430
-6% -$19.4K 0.03% 325
2021
Q2 		$293K Buy
+6,916
New +$290K 0.05% 257
2017
Q4 		– Sell
-5,459
Closed -$212K – 125
2017
Q3 		$212K Buy
+5,459
New +$204K 0.09% 105
2015
Q1 		– Sell
-5,194
Closed -$201K – 120
2014
Q4 		$201K Buy
+5,194
New +$189K 0.07% 112

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meristem Family Wealth's IRM Position: Q4 2021 in Review

Meristem Family Wealth sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 6,486 shares — an estimated $282K sold.

Meristem Family Wealth first reported a position in IRM in Q4 2014 and held it in 4 quarters. The position peaked at $293K in Q2 2021. 754 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Meristem Family Wealth reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 6,486 Iron Mountain shares in Q4 2021, an estimated $282K.
  • Meristem Family Wealth first reported a position in Iron Mountain in Q4 2014 and held it in 4 quarters.
  • Meristem Family Wealth's Iron Mountain position peaked at $293K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.