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IRM icon

Navellier & Associates’s Iron Mountain IRM Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-9,530
Closed -$528K – 307
2022
Q1 		$528K Buy
9,530
+745
+8% +$35.5K 0.09% 184
2021
Q4 		$460K Sell
8,785
-121
-1% -$5.72K 0.07% 218
2021
Q3 		$387K Buy
+8,906
New +$401K 0.06% 226
2020
Q3 		– Sell
-19,801
Closed -$517K – 242
2020
Q2 		$517K Sell
19,801
-6,699
-25% -$169K 0.12% 131
2020
Q1 		$631K Sell
26,500
-879
-3% -$26.6K 0.15% 116
2019
Q4 		$873K Buy
27,379
+4
+0% +$131 0.14% 145
2019
Q3 		$887K Buy
+27,375
New +$860K 0.15% 140
2016
Q4 		– Sell
-11,212
Closed -$421K – 298
2016
Q3 		$421K Buy
11,212
+4,316
+63% +$166K 0.06% 169
2016
Q2 		$275K Buy
+6,896
New +$251K 0.04% 191

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Navellier & Associates's IRM Position: Q2 2022 in Review

Navellier & Associates sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 9,530 shares — an estimated $528K sold.

Navellier & Associates first reported a position in IRM in Q2 2016 and held it in 9 quarters. The position peaked at $887K in Q3 2019. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Navellier & Associates reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Navellier & Associates sold 9,530 Iron Mountain shares in Q2 2022, an estimated $528K.
  • Navellier & Associates first reported a position in Iron Mountain in Q2 2016 and held it in 9 quarters.
  • Navellier & Associates's Iron Mountain position peaked at $887K in Q3 2019.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Navellier & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.