NERM
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New England Research & Management’s Iron Mountain IRM Stock Holding History

New England Research & 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
-22,880
Closed -$1.27M – 168
2022
Q1 		$1.27M Sell
22,880
-470
-2% -$22.4K 0.66% 51
2021
Q4 		$1.22M Buy
23,350
+250
+1% +$11.8K 0.59% 58
2021
Q3 		$1M Buy
+23,100
New +$1.04M 0.53% 68

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

New England Research & Management's IRM Position: Q2 2022 in Review

New England Research & Management sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 22,880 shares — an estimated $1.27M sold.

New England Research & Management first reported a position in IRM in Q3 2021 and held it in 3 quarters. The position peaked at $1.27M in Q1 2022. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • New England Research & Management reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • New England Research & Management sold 22,880 Iron Mountain shares in Q2 2022, an estimated $1.27M.
  • New England Research & Management first reported a position in Iron Mountain in Q3 2021 and held it in 3 quarters.
  • New England Research & Management's Iron Mountain position peaked at $1.27M in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on New England Research & Management's 13F filing for Q2 2022, filed 20 Jul 2022.