Slow Capital’s Iron Mountain IRM Stock Holding History

Slow Capital’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
2023 Q2	–	Sell	-3,323	Closed	-$178K	–	148
2023 Q1	$178K	Buy	+3,323	New	+$174K	0.03%	135
2022 Q1	–	Sell	-20,244	Closed	-$1.06M	–	161
2021 Q4	$1.06M	Sell	20,244 -211	-1%	-$9.97K	0.18%	127
2021 Q3	$889K	Sell	20,455 -4,032	-16%	-$181K	0.16%	136
2021 Q2	$1.04M	Buy	24,487 +408	+2%	+$17.1K	0.2%	133
2021 Q1	$891K	Buy	24,079 +202	+0.8%	+$6.75K	0.19%	136
2020 Q4	$704K	Sell	23,877 -771	-3%	-$21.4K	0.17%	134
2020 Q3	$660K	Buy	24,648 +299	+1%	+$8.51K	0.18%	134
2020 Q2	$636K	Sell	24,349 -245	-1%	-$6.19K	0.19%	124
2020 Q1	$585K	Buy	24,594 +17,121	+229%	+$518K	0.22%	118
2019 Q4	$238K	Sell	7,473 -440	-6%	-$14.4K	0.07%	185
2019 Q3	$256K	Sell	7,913 -10,056	-56%	-$316K	0.09%	156
2019 Q2	$562K	Sell	17,969 -1,362	-7%	-$44.6K	0.23%	120
2019 Q1	$685K	Buy	19,331 +70	+0.4%	+$2.47K	0.27%	111
2018 Q4	$624K	Buy	+19,261	New	+$632K	0.3%	104

Other funds holding IRM

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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