SIM
IRM icon

Sonora Investment Management’s Iron Mountain IRM Stock Holding History

Sonora Investment Management’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
Q3 		$4.11M Sell
94,509
-1,955
-2% -$88K 0.51% 64
2021
Q2 		$4.08M Buy
96,464
+885
+0.9% +$37.1K 0.53% 66
2021
Q1 		$3.54M Sell
95,579
-900
-0.9% -$30.1K 0.28% 113
2020
Q4 		$2.84M Buy
96,479
+4,280
+5% +$119K 0.24% 113
2020
Q3 		$2.47M Buy
92,199
+52,760
+134% +$1.5M 0.23% 111
2020
Q2 		$1.03M Buy
39,439
+10,915
+38% +$276K 0.11% 151
2020
Q1 		$679K Buy
28,524
+14,304
+101% +$433K 0.08% 161
2019
Q4 		$453K Buy
14,220
+400
+3% +$13.1K 0.04% 193
2019
Q3 		$448K Buy
13,820
+1,205
+10% +$37.9K 0.05% 190
2019
Q2 		$395K Buy
12,615
+7,065
+127% +$232K 0.04% 197
2019
Q1 		$197K Buy
5,550
+200
+4% +$7.07K 0.02% 234
2018
Q4 		$173K Buy
5,350
+425
+9% +$13.9K 0.03% 230
2018
Q3 		$170K Hold
4,925
– – 0.02% 224
2018
Q2 		$172K Buy
+4,925
New +$166K 0.03% 216

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sonora Investment Management's IRM Position: Q3 2021 in Review

Sonora Investment Management reduced its Iron Mountain (IRM) stake by 2% in Q3 2021, selling an estimated $88K and leaving 94,509 shares worth $4.11M. The position accounts for 0.51% of the portfolio, ranked #64.

Sonora Investment Management first reported a position in IRM in Q2 2018 and has held it in 14 quarters since. 711 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • Sonora Investment Management held 94,509 shares of Iron Mountain worth $4.11M as of Q3 2021.
  • Sonora Investment Management sold 1,955 Iron Mountain shares in Q3 2021, an estimated $88K.
  • Iron Mountain made up 0.51% of Sonora Investment Management's portfolio in Q3 2021, its #64 holding.
  • Sonora Investment Management first reported a position in Iron Mountain in Q2 2018 and has held it in 14 quarters since.
  • 711 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.