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Winslow Evans & Crocker’s Iron Mountain IRM Stock Holding History

Winslow Evans & Crocker’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 		$49K Buy
1,670
+1,600
+2,286% +$44.4K 0.01% 601
2020
Q3 		$2K Hold
70
– – ﹤0.01% 1009
2020
Q2 		$2K Hold
70
– – ﹤0.01% 1034
2020
Q1 		$2K Hold
70
– – ﹤0.01% 1020
2019
Q4 		$4K Hold
70
– – ﹤0.01% 1002
2019
Q3 		$4K Hold
70
– – ﹤0.01% 993
2019
Q2 		$4K Sell
70
-28
-29% -$918 ﹤0.01% 1004
2019
Q1 		$6K Buy
98
+28
+40% +$989 ﹤0.01% 932
2018
Q4 		$4K Hold
70
– – ﹤0.01% 945
2018
Q3 		$4K Hold
70
– – ﹤0.01% 960
2018
Q2 		$4K Hold
70
– – ﹤0.01% 966
2018
Q1 		$2.3K Hold
70
– – ﹤0.01% 1008
2017
Q4 		$2.64K Hold
70
– – ﹤0.01% 1004
2017
Q3 		$2.72K Hold
70
– – ﹤0.01% 999
2017
Q2 		$2.4K Sell
70
-962
-93% -$33.7K ﹤0.01% 1162
2017
Q1 		$36.8K Hold
1,032
– – 0.01% 603
2016
Q4 		$33.5K Hold
1,032
– – 0.01% 627
2016
Q3 		$38.7K Hold
1,032
– – 0.01% 595
2016
Q2 		$41.1K Hold
1,032
– – 0.01% 559
2016
Q1 		$35K Hold
1,032
– – 0.01% 577
2015
Q4 		$27.9K Hold
1,032
– – 0.01% 666
2015
Q3 		$32K Hold
1,032
– – 0.01% 593
2015
Q2 		$32K Hold
1,032
– – 0.01% 652
2015
Q1 		$37.6K Hold
1,032
– – 0.01% 599
2014
Q4 		$39.9K Buy
1,032
+70
+7% +$2.55K 0.01% 581
2014
Q3 		$31.4K Sell
962
-620
-39% -$20.1K 0.01% 654
2014
Q2 		$51.8K Sell
1,582
-1,648
-51% -$44.7K 0.02% 493
2014
Q1 		$82.3K Sell
3,230
-10,933
-77% -$280K 0.03% 398
2013
Q4 		$397K Buy
+14,163
New +$363K 0.14% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's IRM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Iron Mountain (IRM) stake by 2,286% in Q4 2020, buying an estimated $44.4K and bringing the position to 1,670 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #601.

Winslow Evans & Crocker first reported a position in IRM in Q4 2013 and has held it in 29 quarters since. The position peaked at $397K in Q4 2013. 614 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Winslow Evans & Crocker held 1,670 shares of Iron Mountain worth $49K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,600 Iron Mountain shares in Q4 2020, an estimated $44.4K.
  • Iron Mountain made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #601 holding.
  • Winslow Evans & Crocker first reported a position in Iron Mountain in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Iron Mountain position peaked at $397K in Q4 2013.
  • 614 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.