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SMH Capital Advisors’s Iron Mountain IRM Stock Holding History

SMH Capital 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
2022
Q1 		– Sell
-13,986
Closed -$732K – 58
2021
Q4 		$732K Buy
13,986
+154
+1% +$7.28K 1.45% 11
2021
Q3 		$601K Sell
13,832
-85
-0.6% -$3.83K 1.1% 16
2021
Q2 		$589K Buy
13,917
+6
+0% +$252 1.18% 15
2021
Q1 		$515K Buy
13,911
+79
+0.6% +$2.64K 1.15% 12
2020
Q4 		$408K Sell
13,832
-305
-2% -$8.46K 1.03% 15
2020
Q3 		$379K Buy
14,137
+1,663
+13% +$47.3K 0.88% 13
2020
Q2 		$326K Buy
+12,474
New +$315K 0.65% 15

Other funds holding IRM

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SMH Capital Advisors's IRM Position: Q1 2022 in Review

SMH Capital Advisors sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 13,986 shares — an estimated $732K sold.

SMH Capital Advisors first reported a position in IRM in Q2 2020 and held it in 7 quarters. The position peaked at $732K in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • SMH Capital Advisors reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • SMH Capital Advisors sold 13,986 Iron Mountain shares in Q1 2022, an estimated $732K.
  • SMH Capital Advisors first reported a position in Iron Mountain in Q2 2020 and held it in 7 quarters.
  • SMH Capital Advisors's Iron Mountain position peaked at $732K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on SMH Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.