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Rational Advisors’s Iron Mountain IRM Stock Holding History

Rational 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
2023
Q1 		– Sell
-20,675
Closed -$1.03M – 279
2022
Q4 		$1.03M Buy
20,675
+10,709
+107% +$541K 0.09% 72
2022
Q3 		$438K Buy
+9,966
New +$503K 0.03% 99
2020
Q4 		– Sell
-836
Closed -$22K – 408
2020
Q3 		$22K Buy
836
+762
+1,030% +$21.7K 0.01% 224
2020
Q2 		$2K Buy
+74
New +$1.87K ﹤0.01% 478
2019
Q4 		– Sell
-2,555
Closed -$83K – 557
2019
Q3 		$83K Buy
+2,555
New +$80.3K 0.03% 308

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rational Advisors's IRM Position: Q1 2023 in Review

Rational Advisors sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 20,675 shares — an estimated $1.03M sold.

Rational Advisors first reported a position in IRM in Q3 2019 and held it in 5 quarters. The position peaked at $1.03M in Q4 2022. 791 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Rational Advisors reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Rational Advisors sold 20,675 Iron Mountain shares in Q1 2023, an estimated $1.03M.
  • Rational Advisors first reported a position in Iron Mountain in Q3 2019 and held it in 5 quarters.
  • Rational Advisors's Iron Mountain position peaked at $1.03M in Q4 2022.
  • 791 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Rational Advisors's 13F filing for Q1 2023, filed 12 May 2023.