Rowland Carmichael Advisors’s Iron Mountain IRM Stock Holding History

Rowland Carmichael 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	$449K	Sell	15,217 -13,458	-47%	-$373K	0.14%	156
2020 Q3	$768K	Sell	28,675 -3,062	-10%	-$87.1K	0.3%	86
2020 Q2	$828K	Sell	31,737 -673	-2%	-$17K	0.35%	71
2020 Q1	$771K	Sell	32,410 -543	-2%	-$16.4K	0.39%	60
2019 Q4	$1.05M	Buy	32,953 +3,375	+11%	+$111K	0.36%	57
2019 Q3	$958K	Buy	29,578 +3,900	+15%	+$123K	0.33%	73
2019 Q2	$804K	Buy	25,678 +8,665	+51%	+$284K	0.28%	102
2019 Q1	$603K	Buy	17,013 +8,160	+92%	+$288K	0.22%	127
2018 Q4	$287K	Buy	+8,853	New	+$290K	0.13%	178

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

Rowland Carmichael Advisors's IRM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Iron Mountain (IRM) stake by 47% in Q4 2020, selling an estimated $373K and leaving 15,217 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #156.

Rowland Carmichael Advisors first reported a position in IRM in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2019. 614 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

Rowland Carmichael Advisors held 15,217 shares of Iron Mountain worth $449K as of Q4 2020.
Rowland Carmichael Advisors sold 13,458 Iron Mountain shares in Q4 2020, an estimated $373K.
Iron Mountain made up 0.14% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #156 holding.
Rowland Carmichael Advisors first reported a position in Iron Mountain in Q4 2018 and has held it in 9 quarters since.
Rowland Carmichael Advisors's Iron Mountain position peaked at $1.05M in Q4 2019.
614 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.