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Barings’s Iron Mountain IRM Stock Holding History

Barings’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
-23,922
Closed -$641K – 530
2020
Q3 		$641K Buy
+23,922
New +$681K 0.01% 398
2015
Q3 		– Sell
-7,264
Closed -$225K – 937
2015
Q2 		$225K Sell
7,264
-91,271
-93% -$3.2M 0.01% 893
2015
Q1 		$3.6M Sell
98,535
-49,284
-33% -$1.9M 0.08% 184
2014
Q4 		$5.71M Sell
147,819
-173,441
-54% -$6.31M 0.13% 118
2014
Q3 		$10.5M Buy
321,260
+166,628
+108% +$5.4M 0.23% 64
2014
Q2 		$5.07M Buy
+154,632
New +$4.2M 0.15% 139

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

Barings's IRM Position: Q4 2020 in Review

Barings sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 23,922 shares — an estimated $641K sold.

Barings first reported a position in IRM in Q2 2014 and held it in 6 quarters. The position peaked at $10.5M in Q3 2014. 614 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Barings reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Barings sold 23,922 Iron Mountain shares in Q4 2020, an estimated $641K.
  • Barings first reported a position in Iron Mountain in Q2 2014 and held it in 6 quarters.
  • Barings's Iron Mountain position peaked at $10.5M in Q3 2014.
  • 614 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Barings's 13F filing for Q4 2020, filed 16 Feb 2021.