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Capital Guardian Trust’s Iron Mountain IRM Stock Holding History

Capital Guardian 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
2019
Q2 		$776K Sell
25,017
-32,293
-56% -$1.06M 0.01% 207
2019
Q1 		$2.04M Sell
57,310
-58,527
-51% -$2.07M 0.03% 178
2018
Q4 		$3.75M Buy
115,837
+3,258
+3% +$107K 0.06% 150
2018
Q3 		$3.89M Sell
112,579
-15,761
-12% -$561K 0.05% 157
2018
Q2 		$4.49M Sell
128,340
-576,958
-82% -$19.5M 0.06% 146
2018
Q1 		$23.2M Buy
705,298
+2,628
+0.4% +$88.6K 0.33% 106
2017
Q4 		$26.5M Buy
702,670
+88,273
+14% +$3.5M 0.38% 98
2017
Q3 		$23.9M Sell
614,397
-12,044
-2% -$450K 0.42% 88
2017
Q2 		$21.5M Sell
626,441
-877,150
-58% -$30.7M 0.4% 87
2017
Q1 		$53.6M Sell
1,503,591
-85,385
-5% -$3.02M 0.4% 91
2016
Q4 		$51.6M Sell
1,588,976
-1,748,752
-52% -$58.1M 0.4% 88
2016
Q3 		$125M Sell
3,337,728
-138,301
-4% -$5.33M 0.95% 33
2016
Q2 		$138M Sell
3,476,029
-192,975
-5% -$7.02M 1.06% 27
2016
Q1 		$124M Buy
3,669,004
+165,047
+5% +$4.74M 0.96% 31
2015
Q4 		$94.6M Buy
3,503,957
+884,138
+34% +$25.9M 0.74% 45
2015
Q3 		$81.3M Buy
2,619,819
+124,936
+5% +$3.73M 0.66% 50
2015
Q2 		$77.3M Sell
2,494,883
-222,218
-8% -$7.78M 0.56% 63
2015
Q1 		$99.1M Sell
2,717,101
-1,171,046
-30% -$45.2M 0.74% 48
2014
Q4 		$150M Sell
3,888,147
-501,839
-11% -$18.3M 1.04% 30
2014
Q3 		$143M Sell
4,389,986
-610,155
-12% -$19.8M 1.02% 29
2014
Q2 		$164M Buy
5,000,141
+842,049
+20% +$22.8M 1.12% 30
2014
Q1 		$106M Buy
4,158,092
+66,165
+2% +$1.69M 0.72% 53
2013
Q4 		$115M Sell
4,091,927
-130,098
-3% -$3.33M 0.76% 48
2013
Q3 		$105M Sell
4,222,025
-120,462
-3% -$3.06M 0.73% 48
2013
Q2 		$107M Buy
+4,342,487
New +$140M 0.74% 50

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Guardian Trust's IRM Position: Q2 2019 in Review

Capital Guardian Trust reduced its Iron Mountain (IRM) stake by 56% in Q2 2019, selling an estimated $1.06M and leaving 25,017 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #207.

Capital Guardian Trust first reported a position in IRM in Q2 2013 and has held it in 25 quarters since. The position peaked at $164M in Q2 2014. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Capital Guardian Trust held 25,017 shares of Iron Mountain worth $776K as of Q2 2019.
  • Capital Guardian Trust sold 32,293 Iron Mountain shares in Q2 2019, an estimated $1.06M.
  • Iron Mountain made up 0.01% of Capital Guardian Trust's portfolio in Q2 2019, its #207 holding.
  • Capital Guardian Trust first reported a position in Iron Mountain in Q2 2013 and has held it in 25 quarters since.
  • Capital Guardian Trust's Iron Mountain position peaked at $164M in Q2 2014.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.