Advisor Group’s Iron Mountain IRM Stock Holding History

Advisor Group’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 Q4	$5.08M	Buy	159,246 +7,257	+5%	+$238K	0.04%	416
2019 Q3	$4.92M	Buy	151,989 +18,651	+14%	+$586K	0.04%	417
2019 Q2	$4.17M	Buy	133,338 +38,841	+41%	+$1.27M	0.03%	462
2019 Q1	$3.35M	Buy	94,497 +4,555	+5%	+$161K	0.03%	501
2018 Q4	$2.91M	Buy	89,942 +12,339	+16%	+$405K	0.03%	487
2018 Q3	$2.68M	Buy	77,603 +20,173	+35%	+$719K	0.03%	542
2018 Q2	$2.01M	Buy	57,430 +7,921	+16%	+$268K	0.03%	547
2018 Q1	$1.63M	Buy	49,509 +8,752	+21%	+$295K	0.02%	645
2017 Q4	$1.54M	Buy	40,757 +4,010	+11%	+$159K	0.02%	667
2017 Q3	$1.43M	Buy	36,747 +21,723	+145%	+$812K	0.02%	637
2017 Q2	$517K	Buy	15,024 +1,099	+8%	+$38.4K	0.01%	1122
2017 Q1	$496K	Buy	13,925 +3,569	+34%	+$126K	0.01%	1081
2016 Q4	$337K	Buy	10,356 +4,932	+91%	+$164K	0.01%	1239
2016 Q3	$204K	Buy	5,424 +1,578	+41%	+$60.9K	﹤0.01%	1506
2016 Q2	$151K	Buy	+3,846	New	+$140K	﹤0.01%	1658

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 $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Advisor Group's IRM Position: Q4 2019 in Review

Advisor Group increased its Iron Mountain (IRM) stake by 4.8% in Q4 2019, buying an estimated $238K and bringing the position to 159,246 shares worth $5.08M. The position accounts for 0.04% of the portfolio, ranked #416.

Advisor Group first reported a position in IRM in Q2 2016 and has held it in 15 quarters since. 577 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

Advisor Group held 159,246 shares of Iron Mountain worth $5.08M as of Q4 2019.
Advisor Group bought 7,257 Iron Mountain shares in Q4 2019, an estimated $238K.
Iron Mountain made up 0.04% of Advisor Group's portfolio in Q4 2019, its #416 holding.
Advisor Group first reported a position in Iron Mountain in Q2 2016 and has held it in 15 quarters since.
577 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.