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Vancity Investment Management’s Iron Mountain IRM Stock Holding History

Vancity Investment 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
2022
Q3 		– Sell
-31,267
Closed -$1.52M – 58
2022
Q2 		$1.52M Sell
31,267
-166,582
-84% -$8.77M 0.22% 57
2022
Q1 		$11M Sell
197,849
-4,512
-2% -$215K 1.3% 25
2021
Q4 		$10.6M Buy
202,361
+6,169
+3% +$292K 1.22% 31
2021
Q3 		$8.53M Sell
196,192
-923
-0.5% -$41.5K 1.09% 36
2021
Q2 		$8.34M Buy
+197,115
New +$8.27M 1.17% 37
2021
Q1 		– Sell
-178,797
Closed -$5.27M – 61
2020
Q4 		$5.27M Buy
+178,797
New +$4.96M 1.05% 45

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vancity Investment Management's IRM Position: Q3 2022 in Review

Vancity Investment Management sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 31,267 shares — an estimated $1.52M sold.

Vancity Investment Management first reported a position in IRM in Q4 2020 and held it in 6 quarters. The position peaked at $11M in Q1 2022. 743 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Vancity Investment Management reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Vancity Investment Management sold 31,267 Iron Mountain shares in Q3 2022, an estimated $1.52M.
  • Vancity Investment Management first reported a position in Iron Mountain in Q4 2020 and held it in 6 quarters.
  • Vancity Investment Management's Iron Mountain position peaked at $11M in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Vancity Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.