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NuWave Investment Management’s Iron Mountain IRM Stock Holding History

NuWave Investment 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
2021
Q4 		– Sell
-5,656
Closed -$246K – 357
2021
Q3 		$246K Sell
5,656
-7,415
-57% -$334K 0.28% 129
2021
Q2 		$553K Buy
+13,071
New +$548K 0.61% 49
2020
Q3 		– Sell
-74
Closed -$2K – 553
2020
Q2 		$2K Sell
74
-4,210
-98% -$106K ﹤0.01% 400
2020
Q1 		$102K Buy
+4,284
New +$130K 0.22% 101
2014
Q2 		– Sell
-3,215
Closed -$82K – 321
2014
Q1 		$82K Buy
+3,215
New +$82.2K 0.24% 140
2013
Q4 		– Sell
-2,909
Closed -$73K – 322
2013
Q3 		$73K Sell
2,909
-10,667
-79% -$271K 0.07% 182
2013
Q2 		$334K Buy
+13,576
New +$438K 0.37% 94

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NuWave Investment Management's IRM Position: Q4 2021 in Review

NuWave Investment Management sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 5,656 shares — an estimated $246K sold.

NuWave Investment Management first reported a position in IRM in Q2 2013 and held it in 7 quarters. The position peaked at $553K in Q2 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • NuWave Investment Management reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • NuWave Investment Management sold 5,656 Iron Mountain shares in Q4 2021, an estimated $246K.
  • NuWave Investment Management first reported a position in Iron Mountain in Q2 2013 and held it in 7 quarters.
  • NuWave Investment Management's Iron Mountain position peaked at $553K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on NuWave Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.