Tarbox Family Office’s Iron Mountain IRM Stock Holding History

Tarbox Family Office’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	-26	Closed	-$1K	–	1161
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	1006
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	985
2020 Q2	$1K	Sell	26 -16	-38%	-$404	﹤0.01%	979
2020 Q1	$1K	Sell	42 -15	-26%	-$454	﹤0.01%	884
2019 Q4	$2K	Hold	57	–	–	﹤0.01%	807
2019 Q3	$2K	Hold	57	–	–	﹤0.01%	742
2019 Q2	$2K	Hold	57	–	–	﹤0.01%	743
2019 Q1	$2K	Hold	57	–	–	﹤0.01%	508
2018 Q4	$2K	Hold	57	–	–	﹤0.01%	489
2018 Q3	$2K	Hold	57	–	–	﹤0.01%	515
2018 Q2	$2K	Hold	57	–	–	﹤0.01%	505
2018 Q1	$2K	Buy	57 +4	+8%	+$135	﹤0.01%	510
2017 Q4	$2K	Hold	53	–	–	﹤0.01%	498
2017 Q3	$2K	Buy	53 +14	+36%	+$523	﹤0.01%	494
2017 Q2	$1K	Hold	39	–	–	﹤0.01%	536
2017 Q1	$1K	Hold	39	–	–	﹤0.01%	538
2016 Q4	$1K	Sell	39 -20	-34%	-$665	﹤0.01%	508
2016 Q3	$2K	Buy	59 +30	+103%	+$1.16K	﹤0.01%	433
2016 Q2	$1K	Hold	29	–	–	﹤0.01%	493
2016 Q1	$1K	Sell	29 -24	-45%	-$689	﹤0.01%	513
2015 Q4	$1K	Sell	53 -5	-9%	-$147	﹤0.01%	477
2015 Q3	$2K	Buy	58 +30	+107%	+$895	﹤0.01%	421
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	458
2015 Q1	$1K	Hold	28	–	–	﹤0.01%	473
2014 Q4	$1K	Buy	28 +2	+8%	+$73	﹤0.01%	467
2014 Q3	$1K	Sell	26 -2	-7%	-$65	﹤0.01%	467
2014 Q2	$0	Hold	28	–	–	﹤0.01%	494
2014 Q1	$0	Buy	+28	New	+$716	﹤0.01%	518

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

Tarbox Family Office's IRM Position: Q1 2021 in Review

Tarbox Family Office sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in IRM in Q1 2014 and held it in 28 quarters. The position peaked at $2K in Q4 2019. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Tarbox Family Office reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Tarbox Family Office sold 26 Iron Mountain shares in Q1 2021, an estimated $1K.
Tarbox Family Office first reported a position in Iron Mountain in Q1 2014 and held it in 28 quarters.
Tarbox Family Office's Iron Mountain position peaked at $2K in Q4 2019.
632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Tarbox Family Office's 13F filing for Q1 2021, filed 27 Apr 2021.