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Aperio Group’s Iron Mountain IRM Stock Holding History

Aperio 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
2020
Q4 		$5.95M Sell
201,820
-12,662
-6% -$351K 0.02% 753
2020
Q3 		$5.75M Buy
214,482
+20,404
+11% +$581K 0.02% 686
2020
Q2 		$5.07M Sell
194,078
-40,194
-17% -$1.01M 0.02% 729
2020
Q1 		$5.58M Buy
234,272
+83,596
+55% +$2.53M 0.02% 609
2019
Q4 		$4.8M Buy
150,676
+4,885
+3% +$160K 0.02% 749
2019
Q3 		$4.72M Buy
145,791
+29,775
+26% +$935K 0.02% 732
2019
Q2 		$3.63M Sell
116,016
-17,808
-13% -$584K 0.01% 832
2019
Q1 		$4.75M Buy
133,824
+20,966
+19% +$741K 0.02% 722
2018
Q4 		$3.66M Buy
112,858
+6,469
+6% +$212K 0.02% 758
2018
Q3 		$3.67M Buy
106,389
+4,460
+4% +$159K 0.02% 796
2018
Q2 		$3.57M Buy
101,929
+5,688
+6% +$192K 0.02% 786
2018
Q1 		$3.16M Sell
96,241
-1,690
-2% -$56.9K 0.02% 812
2017
Q4 		$3.69M Buy
97,931
+2,738
+3% +$109K 0.02% 754
2017
Q3 		$3.7M Buy
95,193
+13,778
+17% +$515K 0.02% 710
2017
Q2 		$2.8M Buy
81,415
+5,738
+8% +$201K 0.02% 778
2017
Q1 		$2.7M Buy
75,677
+8,036
+12% +$285K 0.02% 759
2016
Q4 		$2.2M Buy
67,641
+18,192
+37% +$605K 0.02% 786
2016
Q3 		$1.86M Buy
49,449
+6,189
+14% +$239K 0.01% 865
2016
Q2 		$1.72M Buy
43,260
+7,858
+22% +$286K 0.01% 869
2016
Q1 		$1.2M Buy
+35,402
New +$1.02M 0.01% 964
2015
Q1 		– Sell
-25,628
Closed -$991K – 1979
2014
Q4 		$991K Buy
25,628
+7,429
+41% +$270K 0.01% 911
2014
Q3 		$594K Buy
18,199
+937
+5% +$30.4K 0.01% 1051
2014
Q2 		$566K Buy
17,262
+538
+3% +$14.6K 0.01% 1072
2014
Q1 		$426K Buy
+16,724
New +$428K 0.01% 1410
2013
Q4 		– Sell
-9,136
Closed -$234K – 1413
2013
Q3 		$228K Sell
9,136
-119
-1% -$3.02K ﹤0.01% 1574
2013
Q2 		$228K Buy
+9,255
New +$299K 0.01% 1427

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's IRM Position: Q4 2020 in Review

Aperio Group reduced its Iron Mountain (IRM) stake by 5.9% in Q4 2020, selling an estimated $351K and leaving 201,820 shares worth $5.95M. The position accounts for 0.02% of the portfolio, ranked #753.

Aperio Group first reported a position in IRM in Q2 2013 and has held it in 26 quarters since. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Aperio Group held 201,820 shares of Iron Mountain worth $5.95M as of Q4 2020.
  • Aperio Group sold 12,662 Iron Mountain shares in Q4 2020, an estimated $351K.
  • Iron Mountain made up 0.02% of Aperio Group's portfolio in Q4 2020, its #753 holding.
  • Aperio Group first reported a position in Iron Mountain in Q2 2013 and has held it in 26 quarters since.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.