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AGF Investments LLC’s Iron Mountain IRM Stock Holding History

AGF Investments LLC’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 		– Sell
-612
Closed -$30K – 350
2022
Q2 		$30K Sell
612
-19,979
-97% -$1.05M ﹤0.01% 323
2022
Q1 		$1.14M Buy
20,591
+1,587
+8% +$75.6K 0.1% 43
2021
Q4 		$994K Buy
19,004
+3,958
+26% +$187K 0.08% 47
2021
Q3 		$654K Buy
15,046
+8
+0.1% +$360 0.06% 85
2021
Q2 		$636K Buy
15,038
+13,937
+1,266% +$585K 0.07% 111
2021
Q1 		$41K Hold
1,101
– – ﹤0.01% 331
2020
Q4 		$32K Sell
1,101
-7,704
-87% -$214K ﹤0.01% 346
2020
Q3 		$236K Sell
8,805
-1
-0% -$28 0.03% 297
2020
Q2 		$230K Sell
8,806
-3,943
-31% -$99.6K 0.02% 346
2020
Q1 		$303K Buy
12,749
+1,293
+11% +$39.1K 0.04% 330
2019
Q4 		$365K Buy
11,456
+9,956
+664% +$326K 0.07% 360
2019
Q3 		$49K Buy
1,500
+168
+13% +$5.28K 0.01% 400
2019
Q2 		$42K Buy
1,332
+282
+27% +$9.24K 0.01% 426
2019
Q1 		$37K Buy
1,050
+987
+1,567% +$34.9K 0.01% 387
2018
Q4 		$2K Sell
63
-1,957
-97% -$64.2K ﹤0.01% 665
2018
Q3 		$70K Buy
2,020
+895
+80% +$31.9K 0.01% 313
2018
Q2 		$40 Buy
1,125
+123
+12% +$4.16K ﹤0.01% 407
2018
Q1 		$34K Buy
1,002
+490
+96% +$16.5K 0.01% 374
2017
Q4 		$19K Buy
+512
New +$20.3K ﹤0.01% 498

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AGF Investments LLC sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 612 shares — an estimated $30K sold.

AGF Investments LLC first reported a position in IRM in Q4 2017 and held it in 19 quarters. The position peaked at $1.14M in Q1 2022. 743 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • AGF Investments LLC reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 612 Iron Mountain shares in Q3 2022, an estimated $30K.
  • AGF Investments LLC first reported a position in Iron Mountain in Q4 2017 and held it in 19 quarters.
  • AGF Investments LLC's Iron Mountain position peaked at $1.14M in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

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