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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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