AGF Investments Inc’s Iron Mountain IRM Stock Holding History

AGF Investments Inc’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 Q3	$39.7M	Buy	902,471 +867,139	+2,454%	+$43.8M	0.38%	87
2022 Q2	$1.72M	Hold	35,332	–	–	0.02%	296
2022 Q1	$1.96M	Sell	35,332 -7,480	-17%	-$356K	0.01%	310
2021 Q4	$2.24M	Sell	42,812 -12,777	-23%	-$604K	0.02%	328
2021 Q3	$2.42M	Buy	55,589 +51,321	+1,202%	+$2.31M	0.02%	301
2021 Q2	$181K	Buy	+4,268	New	+$179K	﹤0.01%	619
2020 Q4	–	Sell	-7,650	Closed	-$205K	–	781
2020 Q3	$205K	Buy	7,650 +50	+0.7%	+$1.42K	﹤0.01%	640
2020 Q2	$198K	Sell	7,600 -4,027	-35%	-$102K	﹤0.01%	641
2020 Q1	$277K	Buy	+11,627	New	+$352K	﹤0.01%	475
2019 Q4	–	Sell	-14,620	Closed	-$474K	–	356
2019 Q3	$474K	Sell	14,620 -90,820	-86%	-$2.85M	0.01%	309
2019 Q2	$3.3M	Buy	+105,440	New	+$3.46M	0.04%	212

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

AGF Investments Inc's IRM Position: Q3 2022 in Review

AGF Investments Inc increased its Iron Mountain (IRM) stake by 2,454% in Q3 2022, buying an estimated $43.8M and bringing the position to 902,471 shares worth $39.7M. The position accounts for 0.38% of the portfolio, ranked #87.

AGF Investments Inc first reported a position in IRM in Q2 2019 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

AGF Investments Inc held 902,471 shares of Iron Mountain worth $39.7M as of Q3 2022.
AGF Investments Inc bought 867,139 Iron Mountain shares in Q3 2022, an estimated $43.8M.
Iron Mountain made up 0.38% of AGF Investments Inc's portfolio in Q3 2022, its #87 holding.
AGF Investments Inc first reported a position in Iron Mountain in Q2 2019 and has held it in 11 quarters since.
742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.