Santori & Peters Inc’s Iron Mountain IRM Stock Holding History

Santori & Peters Inc’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	-9,069	Closed	-$258K	–	68
2020 Q4	$258K	Hold	9,069	–	–	0.14%	69
2020 Q3	$242K	Buy	+9,069	New	+$258K	0.16%	63
2020 Q2	–	Sell	-9,069	Closed	-$215K	–	66
2020 Q1	$215K	Buy	+9,069	New	+$274K	0.19%	64
2019 Q3	–	Sell	-7,005	Closed	-$219K	–	78
2019 Q2	$219K	Buy	+7,005	New	+$230K	0.16%	69
2019 Q1	–	Sell	-7,005	Closed	-$227K	–	67
2018 Q4	$227K	Buy	+7,005	New	+$230K	0.2%	67

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Santori & Peters Inc's IRM Position: Q1 2021 in Review

Santori & Peters Inc sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 9,069 shares — an estimated $258K sold.

Santori & Peters Inc first reported a position in IRM in Q4 2018 and held it in 5 quarters. The position peaked at $258K in Q4 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Santori & Peters Inc reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Santori & Peters Inc sold 9,069 Iron Mountain shares in Q1 2021, an estimated $258K.
Santori & Peters Inc first reported a position in Iron Mountain in Q4 2018 and held it in 5 quarters.
Santori & Peters Inc's Iron Mountain position peaked at $258K in Q4 2020.
632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.