Procyon Advisors’s Iron Mountain IRM Stock Holding History

Procyon Advisors’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 Q3	–	Sell	-730	Closed	-$19K	–	609
2020 Q2	$19K	Buy	730 +178	+32%	+$4.5K	0.01%	547
2020 Q1	$13K	Hold	552	–	–	0.01%	555
2019 Q4	$18K	Buy	+552	New	+$18.1K	0.01%	514

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 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

Procyon Advisors's IRM Position: Q3 2020 in Review

Procyon Advisors sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 730 shares — an estimated $19K sold.

Procyon Advisors first reported a position in IRM in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

Procyon Advisors reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
Procyon Advisors sold 730 Iron Mountain shares in Q3 2020, an estimated $19K.
Procyon Advisors first reported a position in Iron Mountain in Q4 2019 and held it in 3 quarters.
Procyon Advisors's Iron Mountain position peaked at $19K in Q2 2020.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.