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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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