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Rodgers Brothers’s Iron Mountain IRM Stock Holding History

Rodgers Brothers’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
-66,825
Closed -$1.97M – 196
2020
Q4 		$1.97M Buy
66,825
+38,225
+134% +$1.06M 0.45% 66
2020
Q3 		$766K Sell
28,600
-1,028
-3% -$29.3K 0.2% 115
2020
Q2 		$773K Buy
29,628
+229
+0.8% +$5.78K 0.21% 110
2020
Q1 		$700K Buy
29,399
+1,719
+6% +$52K 0.22% 110
2019
Q4 		$882K Sell
27,680
-11,232
-29% -$368K 0.23% 104
2019
Q3 		$1.26M Buy
38,912
+1,019
+3% +$32K 0.35% 75
2019
Q2 		$1.19M Buy
37,893
+8,310
+28% +$272K 0.33% 80
2019
Q1 		$1.05M Buy
29,583
+6,962
+31% +$246K 0.3% 83
2018
Q4 		$733K Buy
22,621
+811
+4% +$26.6K 0.24% 95
2018
Q3 		$753K Sell
21,810
-340
-2% -$12.1K 0.22% 95
2018
Q2 		$775K Buy
22,150
+8,800
+66% +$297K 0.24% 90
2018
Q1 		$439K Buy
13,350
+4,650
+53% +$157K 0.14% 120
2017
Q4 		$328K Buy
+8,700
New +$345K 0.11% 142
2017
Q3 		– Sell
-14,013
Closed -$481K – 168
2017
Q2 		$481K Buy
14,013
+2,906
+26% +$102K 0.18% 110
2017
Q1 		$396K Buy
11,107
+200
+2% +$7.08K 0.15% 116
2016
Q4 		$354K Buy
+10,907
New +$363K 0.14% 123

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
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

Rodgers Brothers's IRM Position: Q1 2021 in Review

Rodgers Brothers sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 66,825 shares — an estimated $1.97M sold.

Rodgers Brothers first reported a position in IRM in Q4 2016 and held it in 16 quarters. The position peaked at $1.97M in Q4 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • Rodgers Brothers reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • Rodgers Brothers sold 66,825 Iron Mountain shares in Q1 2021, an estimated $1.97M.
  • Rodgers Brothers first reported a position in Iron Mountain in Q4 2016 and held it in 16 quarters.
  • Rodgers Brothers's Iron Mountain position peaked at $1.97M in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Rodgers Brothers's 13F filing for Q1 2021, filed 17 May 2021.