Nelson Capital Management’s Iron Mountain IRM Stock Holding History

Nelson 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
2022 Q2	–	Sell	-86,636	Closed	-$4.8M	–	102
2022 Q1	$4.8M	Sell	86,636 -923	-1%	-$44K	0.94%	36
2021 Q4	$4.58M	Sell	87,559 -241	-0.3%	-$11.4K	0.85%	41
2021 Q3	$3.81M	Sell	87,800 -591	-0.7%	-$26.6K	0.76%	43
2021 Q2	$3.74M	Buy	88,391 +2,496	+3%	+$105K	0.76%	45
2021 Q1	$3.18M	Sell	85,895 -3,834	-4%	-$128K	0.68%	47
2020 Q4	$2.65M	Sell	89,729 -32,349	-26%	-$898K	0.57%	46
2020 Q3	$3.27M	Buy	+122,078	New	+$3.47M	0.57%	50
2013 Q3	–	Sell	-682	Closed	-$17K	–	229
2013 Q2	$17K	Buy	+682	New	+$22K	0.01%	147

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nelson Capital Management's IRM Position: Q2 2022 in Review

Nelson Capital Management sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 86,636 shares — an estimated $4.8M sold.

Nelson Capital Management first reported a position in IRM in Q2 2013 and held it in 8 quarters. The position peaked at $4.8M in Q1 2022. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Nelson Capital Management reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Nelson Capital Management sold 86,636 Iron Mountain shares in Q2 2022, an estimated $4.8M.
Nelson Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 8 quarters.
Nelson Capital Management's Iron Mountain position peaked at $4.8M in Q1 2022.
766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Nelson Capital Management's 13F filing for Q2 2022, filed 27 Jul 2022.