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Redwood Investment Management’s Iron Mountain IRM Stock Holding History

Redwood 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
2022
Q1 		– Sell
-33,486
Closed -$1.75M – 316
2021
Q4 		$1.75M Buy
33,486
+8,232
+33% +$389K 0.23% 98
2021
Q3 		$1.1M Sell
25,254
-2,457
-9% -$111K 0.16% 186
2021
Q2 		$1.17M Buy
27,711
+502
+2% +$21.1K 0.19% 177
2021
Q1 		$1.01M Sell
27,209
-4,417
-14% -$148K 0.19% 131
2020
Q4 		$932K Buy
31,626
+11,287
+55% +$313K 0.15% 126
2020
Q3 		$545K Sell
20,339
-1,833
-8% -$52.2K 0.14% 217
2020
Q2 		$579K Buy
+22,172
New +$560K 0.17% 181
2020
Q1 		– Sell
-12,361
Closed -$394K – 201
2019
Q4 		$394K Buy
12,361
+2,531
+26% +$83K 0.1% 218
2019
Q3 		$318K Sell
9,830
-170
-2% -$5.34K 0.09% 220
2019
Q2 		$313K Buy
10,000
+2,321
+30% +$76.1K 0.09% 219
2019
Q1 		$272K Buy
+7,679
New +$271K 0.12% 128

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Redwood Investment Management's IRM Position: Q1 2022 in Review

Redwood Investment Management sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 33,486 shares — an estimated $1.75M sold.

Redwood Investment Management first reported a position in IRM in Q1 2019 and held it in 11 quarters. The position peaked at $1.75M in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Redwood Investment Management reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Redwood Investment Management sold 33,486 Iron Mountain shares in Q1 2022, an estimated $1.75M.
  • Redwood Investment Management first reported a position in Iron Mountain in Q1 2019 and held it in 11 quarters.
  • Redwood Investment Management's Iron Mountain position peaked at $1.75M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Redwood Investment Management's 13F filing for Q1 2022, filed 16 May 2022.