MIFH
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Migdal Insurance & Financial Holdings’s Iron Mountain IRM Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q1 		– Sell
-3,658
Closed -$192K – 654
2021
Q4 		$192K Buy
3,658
+161
+5% +$7.61K ﹤0.01% 293
2021
Q3 		$152K Sell
3,497
-1,178
-25% -$53K ﹤0.01% 314
2021
Q2 		$198K Buy
4,675
+691
+17% +$29K ﹤0.01% 316
2021
Q1 		$147K Buy
3,984
+20
+0.5% +$669 ﹤0.01% 402
2020
Q4 		$117K Sell
3,964
-366
-8% -$10.2K ﹤0.01% 378
2020
Q3 		$116K Sell
4,330
-1,016
-19% -$28.9K ﹤0.01% 462
2020
Q2 		$140K Sell
5,346
-32
-0.6% -$808 ﹤0.01% 378
2020
Q1 		$128K Sell
5,378
-5,407
-50% -$164K ﹤0.01% 352
2019
Q4 		$344K Buy
10,785
+699
+7% +$22.9K 0.01% 329
2019
Q3 		$327K Buy
10,086
+4,125
+69% +$130K 0.01% 398
2019
Q2 		$187K Buy
5,961
+1,571
+36% +$51.5K ﹤0.01% 480
2019
Q1 		$156K Buy
4,390
+3,181
+263% +$112K ﹤0.01% 425
2018
Q4 		$39K Sell
1,209
-166
-12% -$5.45K ﹤0.01% 553
2018
Q3 		$47K Sell
1,375
-102
-7% -$3.63K ﹤0.01% 698
2018
Q2 		$52K Sell
1,477
-101
-6% -$3.41K ﹤0.01% 641
2018
Q1 		$52K Buy
1,578
+231
+17% +$7.78K ﹤0.01% 438
2017
Q4 		$51K Buy
1,347
+386
+40% +$15.3K ﹤0.01% 411
2017
Q3 		$37K Buy
961
+196
+26% +$7.32K ﹤0.01% 465
2017
Q2 		$26K Buy
765
+13
+2% +$455 ﹤0.01% 404
2017
Q1 		$27K Buy
752
+444
+144% +$15.7K ﹤0.01% 408
2016
Q4 		$10K Buy
+308
New +$10.2K ﹤0.01% 392

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IRM Position: Q1 2022 in Review

Migdal Insurance & Financial Holdings sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 3,658 shares — an estimated $192K sold.

Migdal Insurance & Financial Holdings first reported a position in IRM in Q4 2016 and held it in 21 quarters. The position peaked at $344K in Q4 2019. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,658 Iron Mountain shares in Q1 2022, an estimated $192K.
  • Migdal Insurance & Financial Holdings first reported a position in Iron Mountain in Q4 2016 and held it in 21 quarters.
  • Migdal Insurance & Financial Holdings's Iron Mountain position peaked at $344K in Q4 2019.
  • 777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2022, filed 2 May 2022.