Telemus Capital’s Iron Mountain IRM Stock Holding History

Telemus Capital’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 Q2	–	Sell	-25,000	Closed	-$939K	–	370
2021 Q1	$939K	Hold	25,000	–	–	0.06%	198
2020 Q4	$737K	Hold	25,000	–	–	0.05%	214
2020 Q3	$688K	Sell	25,000 -31,000	-55%	-$882K	0.05%	251
2020 Q2	$1.5M	Hold	56,000	–	–	0.12%	141
2020 Q1	$1.44M	Sell	56,000 -26	-0%	-$787	0.12%	138
2019 Q4	$1.79M	Buy	+56,026	New	+$1.84M	0.14%	126

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Telemus Capital's IRM Position: Q2 2021 in Review

Telemus Capital sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 25,000 shares — an estimated $939K sold.

Telemus Capital first reported a position in IRM in Q4 2019 and held it in 6 quarters. The position peaked at $1.79M in Q4 2019. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

Telemus Capital reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
Telemus Capital sold 25,000 Iron Mountain shares in Q2 2021, an estimated $939K.
Telemus Capital first reported a position in Iron Mountain in Q4 2019 and held it in 6 quarters.
Telemus Capital's Iron Mountain position peaked at $1.79M in Q4 2019.
686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Telemus Capital's 13F filing for Q2 2021, filed 9 Aug 2021.