Weld Capital Management’s Iron Mountain IRM Stock Holding History

Weld Capital 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
2020 Q4	–	Sell	-15,248	Closed	-$408K	–	574
2020 Q3	$408K	Buy	+15,248	New	+$434K	0.16%	220

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Weld Capital Management's IRM Position: Q4 2020 in Review

Weld Capital Management sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 15,248 shares — an estimated $408K sold.

Weld Capital Management first reported a position in IRM in Q3 2020 and held it in 1 quarter. The position peaked at $408K in Q3 2020. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

Weld Capital Management reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 15,248 Iron Mountain shares in Q4 2020, an estimated $408K.
Weld Capital Management first reported a position in Iron Mountain in Q3 2020 and held it in 1 quarter.
Weld Capital Management's Iron Mountain position peaked at $408K in Q3 2020.
615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.