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New England Investment & Retirement Group’s Iron Mountain IRM Stock Holding History

New England Investment & Retirement Group’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 		$310K Buy
7,146
+899
+14% +$40.5K 0.07% 83
2021
Q2 		$264K Buy
+6,247
New +$262K 0.06% 93

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

New England Investment & Retirement Group's IRM Position: Q3 2021 in Review

New England Investment & Retirement Group increased its Iron Mountain (IRM) stake by 14% in Q3 2021, buying an estimated $40.5K and bringing the position to 7,146 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #83.

New England Investment & Retirement Group first reported a position in IRM in Q2 2021 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • New England Investment & Retirement Group held 7,146 shares of Iron Mountain worth $310K as of Q3 2021.
  • New England Investment & Retirement Group bought 899 Iron Mountain shares in Q3 2021, an estimated $40.5K.
  • Iron Mountain made up 0.07% of New England Investment & Retirement Group's portfolio in Q3 2021, its #83 holding.
  • New England Investment & Retirement Group first reported a position in Iron Mountain in Q2 2021 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.