Searle & Co’s Iron Mountain IRM Stock Holding History

Searle & Co’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
2022 Q1	–	Sell	-45,200	Closed	-$2.37M	–	156
2021 Q4	$2.37M	Hold	45,200	–	–	0.86%	40
2021 Q3	$1.96M	Hold	45,200	–	–	0.8%	47
2021 Q2	$1.91M	Hold	45,200	–	–	0.78%	49
2021 Q1	$1.67M	Hold	45,200	–	–	0.75%	50
2020 Q4	$1.33M	Sell	45,200 -100	-0.2%	-$2.77K	0.64%	51
2020 Q3	$1.21M	Hold	45,300	–	–	0.66%	50
2020 Q2	$1.25M	Buy	+45,300	New	+$1.14M	0.72%	49

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Searle & Co's IRM Position: Q1 2022 in Review

Searle & Co sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 45,200 shares — an estimated $2.37M sold.

Searle & Co first reported a position in IRM in Q2 2020 and held it in 7 quarters. The position peaked at $2.37M in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Searle & Co reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
Searle & Co sold 45,200 Iron Mountain shares in Q1 2022, an estimated $2.37M.
Searle & Co first reported a position in Iron Mountain in Q2 2020 and held it in 7 quarters.
Searle & Co's Iron Mountain position peaked at $2.37M in Q4 2021.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Searle & Co's 13F filing for Q1 2022, filed 10 May 2022.