RIM
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Rockbridge Investment Management’s Iron Mountain IRM Stock Holding History

Rockbridge 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
2021
Q1 		– Sell
-185
Closed -$5K – 737
2020
Q4 		$5K Buy
+185
New +$5.13K ﹤0.01% 565
2020
Q3 		– Sell
-350
Closed -$9K – 665
2020
Q2 		$9K Buy
+350
New +$8.84K ﹤0.01% 441

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockbridge Investment Management's IRM Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 185 shares — an estimated $5K sold.

Rockbridge Investment Management first reported a position in IRM in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 185 Iron Mountain shares in Q1 2021, an estimated $5K.
  • Rockbridge Investment Management first reported a position in Iron Mountain in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Iron Mountain position peaked at $9K in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.