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Boston Advisors’s Iron Mountain IRM Stock Holding History

Boston Advisors’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
2019
Q3 		$494K Sell
15,252
-4,298
-22% -$135K 0.03% 460
2019
Q2 		$612K Buy
19,550
+1,255
+7% +$41.1K 0.03% 447
2019
Q1 		$649K Buy
+18,295
New +$646K 0.03% 421

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Boston Advisors's IRM Position: Q3 2019 in Review

Boston Advisors reduced its Iron Mountain (IRM) stake by 22% in Q3 2019, selling an estimated $135K and leaving 15,252 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #460.

Boston Advisors first reported a position in IRM in Q1 2019 and has held it in 3 quarters since. The position peaked at $649K in Q1 2019. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Boston Advisors held 15,252 shares of Iron Mountain worth $494K as of Q3 2019.
  • Boston Advisors sold 4,298 Iron Mountain shares in Q3 2019, an estimated $135K.
  • Iron Mountain made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #460 holding.
  • Boston Advisors first reported a position in Iron Mountain in Q1 2019 and has held it in 3 quarters since.
  • Boston Advisors's Iron Mountain position peaked at $649K in Q1 2019.
  • 518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.