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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Camelot Portfolios's IRM Position: Q4 2020 in Review

Camelot Portfolios sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 11,091 shares — an estimated $297K sold.

Camelot Portfolios first reported a position in IRM in Q2 2018 and held it in 10 quarters. The position peaked at $941K in Q3 2018. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Camelot Portfolios reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Camelot Portfolios sold 11,091 Iron Mountain shares in Q4 2020, an estimated $297K.
  • Camelot Portfolios first reported a position in Iron Mountain in Q2 2018 and held it in 10 quarters.
  • Camelot Portfolios's Iron Mountain position peaked at $941K in Q3 2018.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Camelot Portfolios's 13F filing for Q4 2020, filed 27 Jan 2021.