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Blueshift Asset Management’s Iron Mountain IRM Stock Holding History

Blueshift Asset 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
Q2 		– Sell
-5,626
Closed -$312K – 834
2022
Q1 		$312K Sell
5,626
-15,949
-74% -$760K 0.03% 600
2021
Q4 		$1.13M Buy
+21,575
New +$1.02M 0.1% 276
2019
Q4 		– Sell
-36,867
Closed -$1.19M – 902
2019
Q3 		$1.19M Buy
36,867
+27,007
+274% +$848K 0.18% 156
2019
Q2 		$309K Buy
+9,860
New +$323K 0.04% 532

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blueshift Asset Management's IRM Position: Q2 2022 in Review

Blueshift Asset Management sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 5,626 shares — an estimated $312K sold.

Blueshift Asset Management first reported a position in IRM in Q2 2019 and held it in 4 quarters. The position peaked at $1.19M in Q3 2019. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Blueshift Asset Management reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Blueshift Asset Management sold 5,626 Iron Mountain shares in Q2 2022, an estimated $312K.
  • Blueshift Asset Management first reported a position in Iron Mountain in Q2 2019 and held it in 4 quarters.
  • Blueshift Asset Management's Iron Mountain position peaked at $1.19M in Q3 2019.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Blueshift Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.