Southport Management’s Iron Mountain IRM Stock Holding History

Southport 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	–	Sell	-10,000	Closed	-$423K	–	34
2021 Q2	$423K	Sell	10,000 -5,000	-33%	-$210K	1.43%	29
2021 Q1	$555K	Sell	15,000 -10,000	-40%	-$334K	2.06%	25
2020 Q4	$737K	Sell	25,000 -5,000	-17%	-$139K	4.42%	8
2020 Q3	$804K	Hold	30,000	–	–	5.78%	6
2020 Q2	$783K	Buy	+30,000	New	+$758K	5.86%	4

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Southport Management's IRM Position: Q3 2021 in Review

Southport Management sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 10,000 shares — an estimated $423K sold.

Southport Management first reported a position in IRM in Q2 2020 and held it in 5 quarters. The position peaked at $804K in Q3 2020. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Southport Management reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
Southport Management sold 10,000 Iron Mountain shares in Q3 2021, an estimated $423K.
Southport Management first reported a position in Iron Mountain in Q2 2020 and held it in 5 quarters.
Southport Management's Iron Mountain position peaked at $804K in Q3 2020.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Southport Management's 13F filing for Q3 2021, filed 15 Nov 2021.