RMR Advisors’s Iron Mountain IRM Stock Holding History

RMR 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 Q4	–	Sell	-30,000	Closed	-$804K	–	44
2020 Q3	$804K	Hold	30,000	–	–	0.41%	64
2020 Q2	$783K	Hold	30,000	–	–	0.34%	75
2020 Q1	$714K	Hold	30,000	–	–	0.36%	75
2019 Q4	$956K	Hold	30,000	–	–	0.33%	87
2019 Q3	$972K	Hold	30,000	–	–	0.33%	86
2019 Q2	$939K	Hold	30,000	–	–	0.34%	85
2019 Q1	$1.06M	Hold	30,000	–	–	0.38%	80
2018 Q4	$972K	Hold	30,000	–	–	0.4%	83
2018 Q3	$1.04M	Hold	30,000	–	–	0.39%	85
2018 Q2	$1.05M	Hold	30,000	–	–	0.4%	86
2018 Q1	$986K	Hold	30,000	–	–	0.41%	87
2017 Q4	$1.13M	Buy	+30,000	New	+$1.19M	0.43%	85

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RMR Advisors's IRM Position: Q4 2020 in Review

RMR Advisors sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 30,000 shares — an estimated $804K sold.

RMR Advisors first reported a position in IRM in Q4 2017 and held it in 12 quarters. The position peaked at $1.13M in Q4 2017. 614 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

RMR Advisors reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
RMR Advisors sold 30,000 Iron Mountain shares in Q4 2020, an estimated $804K.
RMR Advisors first reported a position in Iron Mountain in Q4 2017 and held it in 12 quarters.
RMR Advisors's Iron Mountain position peaked at $1.13M in Q4 2017.
614 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.