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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
2020
Q1 		– Sell
-257,200
Closed -$6K – 549
2019
Q4 		$6K Hold
257,200
– – ﹤0.01% 548
2019
Q3 		$141K Buy
+257,200
New +$8.08M 0.02% 294
2014
Q3 		– Sell
-841
Closed -$800K – 1007
2014
Q2 		$800K Buy
+841
New +$22.8K 0.03% 356

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.