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Winfield Associates’s Iron Mountain IRM Stock Holding History

Winfield Associates’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
Q1 		$703K Sell
12,680
-160
-1% -$7.62K 0.25% 85
2021
Q4 		$672K Buy
12,840
+60
+0.5% +$2.84K 0.22% 92
2021
Q3 		$555K Buy
12,780
+900
+8% +$40.5K 0.21% 93
2021
Q2 		$503K Sell
11,880
-100
-0.8% -$4.19K 0.19% 100
2021
Q1 		$443K Sell
11,980
-560
-4% -$18.7K 0.18% 101
2020
Q4 		$370K Buy
12,540
+3,915
+45% +$109K 0.16% 97
2020
Q3 		$231K Sell
8,625
-610
-7% -$17.4K 0.11% 111
2020
Q2 		$241K Sell
9,235
-135
-1% -$3.41K 0.12% 106
2020
Q1 		$223K Buy
9,370
+50
+0.5% +$1.51K 0.14% 100
2019
Q4 		$297K Buy
9,320
+835
+10% +$27.4K 0.14% 103
2019
Q3 		$275K Buy
+8,485
New +$267K 0.13% 105

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winfield Associates's IRM Position: Q1 2022 in Review

Winfield Associates reduced its Iron Mountain (IRM) stake by 1.2% in Q1 2022, selling an estimated $7.62K and leaving 12,680 shares worth $703K. The position accounts for 0.25% of the portfolio, ranked #85.

Winfield Associates first reported a position in IRM in Q3 2019 and has held it in 11 quarters since. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Winfield Associates held 12,680 shares of Iron Mountain worth $703K as of Q1 2022.
  • Winfield Associates sold 160 Iron Mountain shares in Q1 2022, an estimated $7.62K.
  • Iron Mountain made up 0.25% of Winfield Associates's portfolio in Q1 2022, its #85 holding.
  • Winfield Associates first reported a position in Iron Mountain in Q3 2019 and has held it in 11 quarters since.
  • 777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.