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Bluefin Capital Management’s Iron Mountain IRM Stock Holding History

Bluefin Capital Management’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
2022
Q4 		– Sell
-4,800
Closed -$211K – 582
2022
Q3 		$211K Buy
+4,800
New +$242K 0.02% 275
2022
Q1 		– Sell
-4,930
Closed -$258K – 809
2021
Q4 		$258K Sell
4,930
-630
-11% -$29.8K 0.02% 492
2021
Q3 		$242K Buy
+5,560
New +$250K 0.02% 433
2021
Q2 		– Sell
-6,820
Closed -$252K – 772
2021
Q1 		$252K Sell
6,820
-770
-10% -$25.7K 0.01% 432
2020
Q4 		$224K Buy
+7,590
New +$211K 0.01% 415
2015
Q1 		– Sell
-8,029
Closed -$310K – 533
2014
Q4 		$310K Sell
8,029
-12,271
-60% -$446K 0.02% 438
2014
Q3 		$663K Sell
20,300
-48,092
-70% -$1.56M 0.04% 364
2014
Q2 		$2.2M Buy
+68,392
New +$1.86M 0.09% 186
2013
Q4 		– Sell
-20,506
Closed -$500K – 378
2013
Q3 		$500K Sell
20,506
-120,558
-85% -$3.06M 0.05% 265
2013
Q2 		$3.5M Buy
+141,064
New +$4.55M 0.33% 74

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bluefin Capital Management's IRM Position: Q4 2022 in Review

Bluefin Capital Management sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 4,800 shares — an estimated $211K sold.

Bluefin Capital Management first reported a position in IRM in Q2 2013 and held it in 10 quarters. The position peaked at $3.5M in Q2 2013. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Bluefin Capital Management reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 4,800 Iron Mountain shares in Q4 2022, an estimated $211K.
  • Bluefin Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 10 quarters.
  • Bluefin Capital Management's Iron Mountain position peaked at $3.5M in Q2 2013.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Bluefin Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.