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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

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return