Symons Capital Management’s Iron Mountain IRM Stock Holding History

Symons Capital 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 Q1	–	Sell	-126,462	Closed	-$3.73M	–	90
2020 Q4	$3.73M	Sell	126,462 -2,812	-2%	-$78K	2.06%	22
2020 Q3	$3.46M	Sell	129,274 -5,902	-4%	-$168K	2.13%	19
2020 Q2	$3.53M	Sell	135,176 -260	-0.2%	-$6.57K	2.24%	20
2020 Q1	$3.22M	Buy	+135,436	New	+$4.1M	1.88%	22
2019 Q3	–	Sell	-154,982	Closed	-$4.85M	–	78
2019 Q2	$4.85M	Sell	154,982 -6,308	-4%	-$207K	2.01%	26
2019 Q1	$5.72M	Sell	161,290 -4,477	-3%	-$158K	2.46%	21
2018 Q4	$5.37M	Buy	+165,767	New	+$5.44M	2.23%	17
2016 Q2	–	Sell	-586,854	Closed	-$19.9M	–	68
2016 Q1	$19.9M	Sell	586,854 -1,500	-0.3%	-$43.1K	4.95%	5
2015 Q4	$15.9M	Sell	588,354 -8,425	-1%	-$247K	3.91%	9
2015 Q3	$18.5M	Buy	+596,779	New	+$17.8M	4.98%	2

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Symons Capital Management's IRM Position: Q1 2021 in Review

Symons Capital Management sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 126,462 shares — an estimated $3.73M sold.

Symons Capital Management first reported a position in IRM in Q3 2015 and held it in 10 quarters. The position peaked at $19.9M in Q1 2016. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Symons Capital Management reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Symons Capital Management sold 126,462 Iron Mountain shares in Q1 2021, an estimated $3.73M.
Symons Capital Management first reported a position in Iron Mountain in Q3 2015 and held it in 10 quarters.
Symons Capital Management's Iron Mountain position peaked at $19.9M in Q1 2016.
632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Symons Capital Management's 13F filing for Q1 2021, filed 4 May 2021.