Phoenix Financial’s Iron Mountain IRM Stock Holding History

Phoenix Financial’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
2020 Q2	–	Sell	-26,092	Closed	-$602K	–	337
2020 Q1	$602K	Buy	+26,092	New	+$790K	0.03%	233

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Phoenix Financial's IRM Position: Q2 2020 in Review

Phoenix Financial sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 26,092 shares — an estimated $602K sold.

Phoenix Financial first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $602K in Q1 2020. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

Phoenix Financial reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
Phoenix Financial sold 26,092 Iron Mountain shares in Q2 2020, an estimated $602K.
Phoenix Financial first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
Phoenix Financial's Iron Mountain position peaked at $602K in Q1 2020.
563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Phoenix Financial's 13F filing for Q2 2020, filed 10 Aug 2020.