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Cadence Capital Management’s Iron Mountain IRM Stock Holding History

Cadence 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
2019
Q2 		– Sell
-6,417
Closed -$228K – 435
2019
Q1 		$228K Sell
6,417
-647
-9% -$22.9K 0.02% 427
2018
Q4 		$229K Sell
7,064
-7,641
-52% -$251K 0.02% 419
2018
Q3 		$508K Sell
14,705
-1,329
-8% -$47.3K 0.03% 494
2018
Q2 		$561K Sell
16,034
-210
-1% -$7.09K 0.03% 491
2018
Q1 		$534K Buy
16,244
+1,426
+10% +$48.1K 0.03% 493
2017
Q4 		$559K Sell
14,818
-720
-5% -$28.6K 0.04% 475
2017
Q3 		$604K Hold
15,538
– – 0.04% 466
2017
Q2 		$534K Sell
15,538
-186
-1% -$6.51K 0.04% 500
2017
Q1 		$561K Sell
15,724
-2,160
-12% -$76.5K 0.04% 488
2016
Q4 		$581K Sell
17,884
-27,515
-61% -$915K 0.04% 482
2016
Q3 		$1.7M Buy
45,399
+33,356
+277% +$1.29M 0.12% 206
2016
Q2 		$480K Sell
12,043
-3,132
-21% -$114K 0.04% 455
2016
Q1 		$515K Buy
15,175
+1,607
+12% +$46.2K 0.04% 467
2015
Q4 		$366K Sell
13,568
-1,167
-8% -$34.2K 0.02% 519
2015
Q3 		$457K Sell
14,735
-3,178
-18% -$94.8K 0.03% 467
2015
Q2 		$555K Buy
17,913
+10,212
+133% +$358K 0.03% 519
2015
Q1 		$281K Sell
7,701
-3,856
-33% -$149K 0.02% 565
2014
Q4 		$447K Sell
11,557
-32,418
-74% -$1.18M 0.03% 516
2014
Q3 		$1.44M Buy
43,975
+3,874
+10% +$126K 0.08% 305
2014
Q2 		$1.31M Sell
40,101
-4,042
-9% -$110K 0.06% 359
2014
Q1 		$1.13M Sell
44,143
-8,688
-16% -$222K 0.05% 428
2013
Q4 		$1.48M Sell
52,831
-3,250
-6% -$83.3K 0.06% 349
2013
Q3 		$1.4M Buy
+56,081
New +$1.42M 0.05% 357

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cadence Capital Management's IRM Position: Q2 2019 in Review

Cadence Capital Management sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 6,417 shares — an estimated $228K sold.

Cadence Capital Management first reported a position in IRM in Q3 2013 and held it in 23 quarters. The position peaked at $1.7M in Q3 2016. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Cadence Capital Management reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Cadence Capital Management sold 6,417 Iron Mountain shares in Q2 2019, an estimated $228K.
  • Cadence Capital Management first reported a position in Iron Mountain in Q3 2013 and held it in 23 quarters.
  • Cadence Capital Management's Iron Mountain position peaked at $1.7M in Q3 2016.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Cadence Capital Management's 13F filing for Q2 2019, filed 12 Aug 2019.