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tru Independence’s Iron Mountain IRM Stock Holding History

tru Independence’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
-353
Closed -$10 – 497
2020
Q4 		$10 Buy
+353
New +$9.79K ﹤0.01% 581
2020
Q3 		– Sell
-345
Closed -$9K – 595
2020
Q2 		$9K Hold
345
– – ﹤0.01% 608
2020
Q1 		$8K Hold
345
– – ﹤0.01% 462
2019
Q4 		$8K Buy
+345
New +$11.3K ﹤0.01% 597

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

tru Independence's IRM Position: Q1 2021 in Review

tru Independence sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 353 shares — an estimated $10 sold.

tru Independence first reported a position in IRM in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • tru Independence reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 353 Iron Mountain shares in Q1 2021, an estimated $10.
  • tru Independence first reported a position in Iron Mountain in Q4 2019 and held it in 4 quarters.
  • tru Independence's Iron Mountain position peaked at $9K in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.