Mid Atlantic Financial Management’s Iron Mountain IRM Stock Holding History

Mid Atlantic Financial 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 Q3	$590K	Sell	13,575 -1,934	-12%	-$87.1K	0.04%	406
2021 Q2	$656K	Buy	15,509 +4,280	+38%	+$180K	0.04%	383
2021 Q1	$416K	Buy	11,229 +1,615	+17%	+$54K	0.03%	496
2020 Q4	$283K	Buy	+9,614	New	+$267K	0.02%	605
2020 Q1	–	Sell	-6,351	Closed	-$202K	–	727
2019 Q4	$202K	Buy	+6,351	New	+$208K	0.02%	648
2019 Q3	–	Sell	-8,757	Closed	-$274K	–	735
2019 Q2	$274K	Buy	8,757 +1,203	+16%	+$39.4K	0.03%	549
2019 Q1	$268K	Buy	7,554 +172	+2%	+$6.08K	0.03%	541
2018 Q4	$239K	Buy	+7,382	New	+$242K	0.03%	533

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mid Atlantic Financial Management's IRM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Iron Mountain (IRM) stake by 12% in Q3 2021, selling an estimated $87.1K and leaving 13,575 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #406.

Mid Atlantic Financial Management first reported a position in IRM in Q4 2018 and has held it in 8 quarters since. The position peaked at $656K in Q2 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Mid Atlantic Financial Management held 13,575 shares of Iron Mountain worth $590K as of Q3 2021.
Mid Atlantic Financial Management sold 1,934 Iron Mountain shares in Q3 2021, an estimated $87.1K.
Iron Mountain made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #406 holding.
Mid Atlantic Financial Management first reported a position in Iron Mountain in Q4 2018 and has held it in 8 quarters since.
Mid Atlantic Financial Management's Iron Mountain position peaked at $656K in Q2 2021.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.