SWM
IRM icon

Sugarloaf Wealth Management’s Iron Mountain IRM Stock Holding History

Sugarloaf Wealth 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
2020
Q4 		– Sell
-536
Closed -$14K – 739
2020
Q3 		$14K Hold
536
– – 0.01% 412
2020
Q2 		$14K Hold
536
– – 0.01% 404
2020
Q1 		$13K Hold
536
– – 0.01% 399
2019
Q4 		$17K Buy
+536
New +$17.6K 0.01% 392

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sugarloaf Wealth Management's IRM Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 536 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in IRM in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 536 Iron Mountain shares in Q4 2020, an estimated $14K.
  • Sugarloaf Wealth Management first reported a position in Iron Mountain in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Iron Mountain position peaked at $17K in Q4 2019.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.