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Anchor Capital Advisors’s Iron Mountain IRM Stock Holding History

Anchor Capital Advisors’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
Q4 		– Sell
-9,270
Closed -$248K – 258
2020
Q3 		$248K Hold
9,270
– – 0.01% 240
2020
Q2 		$242K Buy
9,270
+350
+4% +$8.84K 0.01% 236
2020
Q1 		$212K Buy
8,920
+10
+0.1% +$303 0.01% 232
2019
Q4 		$284K Hold
8,910
– – 0.01% 238
2019
Q3 		$289K Buy
8,910
+200
+2% +$6.28K 0.01% 238
2019
Q2 		$273K Hold
8,710
– – 0.01% 233
2019
Q1 		$309K Buy
8,710
+630
+8% +$22.3K 0.01% 224
2018
Q4 		$262K Sell
8,080
-590
-7% -$19.4K 0.01% 245
2018
Q3 		$299K Buy
+8,670
New +$309K 0.01% 245
2017
Q4 		– Sell
-11,610
Closed -$452K – 271
2017
Q3 		$452K Hold
11,610
– – 0.02% 203
2017
Q2 		$399K Hold
11,610
– – 0.01% 213
2017
Q1 		$414K Buy
11,610
+100
+0.9% +$3.54K 0.01% 217
2016
Q4 		$374K Buy
11,510
+4,690
+69% +$156K 0.01% 219
2016
Q3 		$256K Hold
6,820
– – 0.01% 257
2016
Q2 		$272K Buy
+6,820
New +$248K 0.01% 260

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Anchor Capital Advisors's IRM Position: Q4 2020 in Review

Anchor Capital Advisors sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 9,270 shares — an estimated $248K sold.

Anchor Capital Advisors first reported a position in IRM in Q2 2016 and held it in 15 quarters. The position peaked at $452K in Q3 2017. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Anchor Capital Advisors reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 9,270 Iron Mountain shares in Q4 2020, an estimated $248K.
  • Anchor Capital Advisors first reported a position in Iron Mountain in Q2 2016 and held it in 15 quarters.
  • Anchor Capital Advisors's Iron Mountain position peaked at $452K in Q3 2017.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Anchor Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.