Advantage Investment Management’s Iron Mountain IRM Stock Holding History

Advantage 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
2019 Q3	$14K	Sell	425 -122	-22%	-$3.83K	0.01%	595
2019 Q2	$17K	Buy	547 +425	+348%	+$13.9K	0.01%	560
2019 Q1	$4K	Sell	122 -1,687	-93%	-$59.6K	﹤0.01%	793
2018 Q4	$59K	Hold	1,809	–	–	0.04%	316
2018 Q3	$62K	Buy	1,809 +640	+55%	+$22.8K	0.04%	354
2018 Q2	$41K	Buy	+1,169	New	+$39.5K	0.03%	395

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Advantage Investment Management's IRM Position: Q3 2019 in Review

Advantage Investment Management reduced its Iron Mountain (IRM) stake by 22% in Q3 2019, selling an estimated $3.83K and leaving 425 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #595.

Advantage Investment Management first reported a position in IRM in Q2 2018 and has held it in 6 quarters since. The position peaked at $62K in Q3 2018. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Advantage Investment Management held 425 shares of Iron Mountain worth $14K as of Q3 2019.
Advantage Investment Management sold 122 Iron Mountain shares in Q3 2019, an estimated $3.83K.
Iron Mountain made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #595 holding.
Advantage Investment Management first reported a position in Iron Mountain in Q2 2018 and has held it in 6 quarters since.
Advantage Investment Management's Iron Mountain position peaked at $62K in Q3 2018.
519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.