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
2014 Q3	–	Sell	-1,531	Closed	-$5.02M	–	965
2014 Q2	$5.02M	Sell	1,531 -151,572	-99%	-$4.11M	0.15%	142
2014 Q1	$3.9M	Buy	+153,103	New	+$3.92M	0.12%	159

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.