Northwest & Ethical Investments’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-47,574
| Closed | -$1.76M | – | 422 |
|
|
2021
Q1 | $1.76M | Sell |
47,574
-79,111
| -62% | -$2.64M | 0.06% | 282 |
|
|
2020
Q4 | $3.73M | Sell |
126,685
-8,665
| -6% | -$240K | 0.14% | 182 |
|
|
2020
Q3 | $3.63M | Sell |
135,350
-1,502
| -1% | -$42.7K | 0.16% | 164 |
|
|
2020
Q2 | $3.57M | Buy |
136,852
+5,968
| +5% | +$151K | 0.17% | 162 |
|
|
2020
Q1 | $3.12M | Buy |
130,884
+6,532
| +5% | +$198K | 0.18% | 157 |
|
|
2019
Q4 | $3.96M | Buy |
124,352
+7,937
| +7% | +$260K | 0.18% | 160 |
|
|
2019
Q3 | $3.77M | Sell |
116,415
-3,831
| -3% | -$120K | 0.18% | 149 |
|
|
2019
Q2 | $3.76M | Sell |
120,246
-2,999
| -2% | -$98.3K | 0.19% | 155 |
|
|
2019
Q1 | $4.37M | Sell |
123,245
-2,241
| -2% | -$79.2K | 0.23% | 136 |
|
|
2018
Q4 | $4.07M | Sell |
125,486
-24,501
| -16% | -$804K | 0.24% | 130 |
|
|
2018
Q3 | $5.18M | Buy |
149,987
+10,741
| +8% | +$383K | 0.32% | 94 |
|
|
2018
Q2 | $4.88M | Buy |
139,246
+6,430
| +5% | +$217K | 0.32% | 86 |
|
|
2018
Q1 | $4.36M | Sell |
132,816
-20,244
| -13% | -$682K | 0.29% | 98 |
|
|
2017
Q4 | $5.77M | Sell |
153,060
-56,345
| -27% | -$2.24M | 0.38% | 69 |
|
|
2017
Q3 | $8.15M | Buy |
209,405
+12,738
| +6% | +$476K | 0.51% | 40 |
|
|
2017
Q2 | $6.76M | Sell |
196,667
-1,239
| -0.6% | -$43.3K | 0.46% | 47 |
|
|
2017
Q1 | $7.06M | Buy |
197,906
+26,340
| +15% | +$933K | 0.48% | 42 |
|
|
2016
Q4 | $5.57M | Buy |
171,566
+18,923
| +12% | +$629K | 0.38% | 61 |
|
|
2016
Q3 | $5.73M | Sell |
152,643
-10,338
| -6% | -$399K | 0.4% | 61 |
|
|
2016
Q2 | $6.49M | Sell |
162,981
-6,192
| -4% | -$225K | 0.49% | 54 |
|
|
2016
Q1 | $5.74M | Sell |
169,173
-16,155
| -9% | -$464K | 0.39% | 75 |
|
|
2015
Q4 | $5.01M | Sell |
185,328
-7,449
| -4% | -$218K | 0.36% | 82 |
|
|
2015
Q3 | $5.98M | Buy |
192,777
+8,635
| +5% | +$258K | 0.46% | 64 |
|
|
2015
Q2 | $5.71M | Buy |
184,142
+15,106
| +9% | +$529K | 0.38% | 76 |
|
|
2015
Q1 | $6.17M | Sell |
169,036
-17,590
| -9% | -$679K | 0.43% | 59 |
|
|
2014
Q4 | $7.21M | Buy |
186,626
+25,925
| +16% | +$943K | 0.49% | 50 |
|
|
2014
Q3 | $5.25M | Buy |
160,701
+29,172
| +22% | +$946K | 0.35% | 69 |
|
|
2014
Q2 | $4.31M | Buy |
131,529
+31,991
| +32% | +$868K | 0.27% | 90 |
|
|
2014
Q1 | $2.54M | Buy |
99,538
+12,986
| +15% | +$332K | 0.17% | 147 |
|
|
2013
Q4 | $2.43M | Buy |
86,552
+20,282
| +31% | +$520K | 0.16% | 146 |
|
|
2013
Q3 | $1.65M | Buy |
66,270
+14,055
| +27% | +$357K | 0.12% | 165 |
|
|
2013
Q2 | $1.28M | Buy |
+52,215
| New | +$1.69M | 0.1% | 165 |
|
Other funds holding IRM
EIP
Northwest & Ethical Investments's IRM Position: Q2 2021 in Review
Northwest & Ethical Investments sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 47,574 shares — an estimated $1.76M sold.
Northwest & Ethical Investments first reported a position in IRM in Q2 2013 and held it in 32 quarters. The position peaked at $8.15M in Q3 2017. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.
- Northwest & Ethical Investments reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
- Northwest & Ethical Investments sold 47,574 Iron Mountain shares in Q2 2021, an estimated $1.76M.
- Northwest & Ethical Investments first reported a position in Iron Mountain in Q2 2013 and held it in 32 quarters.
- Northwest & Ethical Investments's Iron Mountain position peaked at $8.15M in Q3 2017.
- 687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.
Based on Northwest & Ethical Investments's 13F filing for Q2 2021, filed 9 Jul 2025.