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Capital Bank & Trust’s Iron Mountain IRM Stock Holding History

Capital Bank & Trust’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
Q2 		– Sell
-4,370
Closed -$104K – 465
2020
Q1 		$104K Hold
4,370
– – ﹤0.01% 341
2019
Q4 		$139K Sell
4,370
-1,251
-22% -$41K ﹤0.01% 343
2019
Q3 		$182K Sell
5,621
-61,396
-92% -$1.93M ﹤0.01% 304
2019
Q2 		$2.09M Sell
67,017
-50,143
-43% -$1.64M 0.03% 176
2019
Q1 		$4.17M Sell
117,160
-417,813
-78% -$14.8M 0.05% 154
2018
Q4 		$17.3M Sell
534,973
-37,833
-7% -$1.24M 0.25% 93
2018
Q3 		$19.8M Sell
572,806
-198,317
-26% -$7.06M 0.25% 93
2018
Q2 		$27M Buy
771,123
+5,390
+0.7% +$182K 0.35% 84
2018
Q1 		$25.2M Buy
765,733
+7,234
+1% +$244K 0.34% 87
2017
Q4 		$28.6M Sell
758,499
-90,499
-11% -$3.59M 0.39% 84
2017
Q3 		$33M Sell
848,998
-8,508
-1% -$318K 0.42% 81
2017
Q2 		$29.5M Buy
+857,506
New +$30M 0.39% 87

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Bank & Trust's IRM Position: Q2 2020 in Review

Capital Bank & Trust sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 4,370 shares — an estimated $104K sold.

Capital Bank & Trust first reported a position in IRM in Q2 2017 and held it in 12 quarters. The position peaked at $33M in Q3 2017. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Capital Bank & Trust reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 4,370 Iron Mountain shares in Q2 2020, an estimated $104K.
  • Capital Bank & Trust first reported a position in Iron Mountain in Q2 2017 and held it in 12 quarters.
  • Capital Bank & Trust's Iron Mountain position peaked at $33M in Q3 2017.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.