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Camelot Portfolios’s Iron Mountain IRM Stock Holding History

Camelot Portfolios’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
Q4 		– Sell
-11,091
Closed -$297K – 216
2020
Q3 		$297K Sell
11,091
-3,137
-22% -$89.3K 0.19% 140
2020
Q2 		$371K Sell
14,228
-3,670
-21% -$92.7K 0.24% 112
2020
Q1 		$426K Sell
17,898
-943
-5% -$28.5K 0.24% 110
2019
Q4 		$600K Buy
18,841
+80
+0.4% +$2.62K 0.25% 99
2019
Q3 		$608K Buy
18,761
+284
+2% +$8.92K 0.29% 86
2019
Q2 		$578K Sell
18,477
-493
-3% -$16.2K 0.24% 115
2019
Q1 		$673K Sell
18,970
-9,702
-34% -$343K 0.28% 101
2018
Q4 		$929K Buy
28,672
+1,412
+5% +$46.3K 0.43% 71
2018
Q3 		$941K Buy
27,260
+2,039
+8% +$72.6K 0.42% 67
2018
Q2 		$883K Buy
+25,221
New +$852K 0.38% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return