Syverson Strege & Co’s Iron Mountain IRM Stock Holding History

Syverson Strege & Co’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 Q4	–	Sell	-133	Closed	-$6K	–	389
2021 Q3	$6K	Buy	+133	New	+$5.99K	﹤0.01%	299

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Syverson Strege & Co's IRM Position: Q4 2021 in Review

Syverson Strege & Co sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 133 shares — an estimated $6K sold.

Syverson Strege & Co first reported a position in IRM in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

Syverson Strege & Co reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 133 Iron Mountain shares in Q4 2021, an estimated $6K.
Syverson Strege & Co first reported a position in Iron Mountain in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Iron Mountain position peaked at $6K in Q3 2021.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.