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AMG Funds’s Iron Mountain IRM Stock Holding History

AMG Funds’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
Q3 		$517K Sell
18,849
-636
-3% -$18.1K 2.59% 15
2020
Q2 		$521K Sell
19,485
-4,752
-20% -$120K 2.66% 15
2020
Q1 		$592K Sell
24,237
-19,298
-44% -$584K 2.81% 14
2019
Q4 		$1.39M Sell
43,535
-4,733
-10% -$155K 2.18% 16
2019
Q3 		$1.59M Sell
48,268
-2,566
-5% -$80.6K 2.04% 12
2019
Q2 		$1.62M Sell
50,834
-4,326
-8% -$142K 1.73% 9
2019
Q1 		$1.99M Buy
55,160
+3,550
+7% +$125K 1.95% 2
2018
Q4 		$1.67M Sell
51,610
-13,752
-21% -$451K 1.82% 4
2018
Q3 		$2.29M Sell
65,362
-9,133
-12% -$325K 1.67% 7
2018
Q2 		$2.61M Buy
74,495
+4,936
+7% +$167K 1.66% 3
2018
Q1 		$2.29M Sell
69,559
-1,628
-2% -$54.9K 1.33% 13
2017
Q4 		$2.69M Sell
71,187
-15,524
-18% -$616K 1.45% 9
2017
Q3 		$3.37M Sell
86,711
-3,678
-4% -$137K 1.85% 1
2017
Q2 		$3.11M Buy
90,389
+550
+0.6% +$19.2K 1.71% 5
2017
Q1 		$3.21M Buy
89,839
+921
+1% +$32.6K 1.73% 3
2016
Q4 		$2.89M Sell
88,918
-22
-0% -$731 1.58% 9
2016
Q3 		$3.34M Buy
+88,940
New +$3.43M 1.9% 3

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AMG Funds's IRM Position: Q3 2020 in Review

AMG Funds reduced its Iron Mountain (IRM) stake by 3.3% in Q3 2020, selling an estimated $18.1K and leaving 18,849 shares worth $517K. The position accounts for 2.59% of the portfolio, ranked #15.

AMG Funds first reported a position in IRM in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.37M in Q3 2017. 591 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • AMG Funds held 18,849 shares of Iron Mountain worth $517K as of Q3 2020.
  • AMG Funds sold 636 Iron Mountain shares in Q3 2020, an estimated $18.1K.
  • Iron Mountain made up 2.59% of AMG Funds's portfolio in Q3 2020, its #15 holding.
  • AMG Funds first reported a position in Iron Mountain in Q3 2016 and has held it in 17 quarters since.
  • AMG Funds's Iron Mountain position peaked at $3.37M in Q3 2017.
  • 591 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on AMG Funds's 13F filing for Q3 2020, filed 12 Nov 2020.