Capital International Investors
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Capital International Investors’s Iron Mountain IRM Stock Holding History

Capital International Investors’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
Q1 		– Sell
-3,100,369
Closed -$98.8M – 411
2019
Q4 		$98.8M Buy
3,100,369
+1,295
+0% +$42.5K 0.03% 237
2019
Q3 		$100M Sell
3,099,074
-4,491,748
-59% -$141M 0.04% 228
2019
Q2 		$238M Sell
7,590,822
-1,211,084
-14% -$39.7M 0.09% 177
2019
Q1 		$312M Sell
8,801,906
-173,931
-2% -$6.14M 0.13% 154
2018
Q4 		$291M Buy
8,975,837
+10,774
+0.1% +$353K 0.15% 149
2018
Q3 		$309M Sell
8,965,063
-2,000,681
-18% -$71.3M 0.14% 155
2018
Q2 		$384M Sell
10,965,744
-212,700
-2% -$7.18M 0.43% 85
2018
Q1 		$367M Hold
11,178,444
– – 0.42% 82
2017
Q4 		$422M Sell
11,178,444
-1,632,728
-13% -$64.8M 0.48% 76
2017
Q3 		$498M Buy
12,811,172
+324,000
+3% +$12.1M 0.6% 58
2017
Q2 		$429M Hold
12,487,172
– – 0.57% 57
2017
Q1 		$445M Hold
12,487,172
– – 0.61% 51
2016
Q4 		$406M Sell
12,487,172
-776,603
-6% -$25.8M 0.59% 50
2016
Q3 		$498M Buy
13,263,775
+26,700
+0.2% +$1.03M 0.72% 43
2016
Q2 		$527M Buy
13,237,075
+22,600
+0.2% +$823K 0.77% 39
2016
Q1 		$448M Buy
13,214,475
+2,225,133
+20% +$63.9M 0.69% 43
2015
Q4 		$297M Buy
10,989,342
+1,572,201
+17% +$46.1M 0.46% 68
2015
Q3 		$292M Buy
9,417,141
+325,299
+4% +$9.71M 0.53% 67
2015
Q2 		$282M Buy
9,091,842
+15,800
+0.2% +$553K 0.48% 74
2015
Q1 		$331M Buy
9,076,042
+3,512,119
+63% +$136M 0.6% 56
2014
Q4 		$215M Buy
5,563,923
+375,339
+7% +$13.7M 0.44% 74
2014
Q3 		$169M Sell
5,188,584
-425,464
-8% -$13.8M 0.41% 83
2014
Q2 		$184M Buy
5,614,048
+1,539,362
+38% +$41.8M 0.48% 75
2014
Q1 		$104M Buy
4,074,686
+607,002
+18% +$15.5M 0.28% 112
2013
Q4 		$97.3M Buy
3,467,684
+1,481,411
+75% +$37.9M 0.3% 108
2013
Q3 		$49.6M Hold
1,986,273
– – 0.21% 127
2013
Q2 		$48.8M Buy
+1,986,273
New +$64.1M 0.22% 125

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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Capital International Investors's IRM Position: Q1 2020 in Review

Capital International Investors sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 3,100,369 shares — an estimated $98.8M sold.

Capital International Investors first reported a position in IRM in Q2 2013 and held it in 27 quarters. The position peaked at $527M in Q2 2016. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

  • Capital International Investors reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
  • Capital International Investors sold 3,100,369 Iron Mountain shares in Q1 2020, an estimated $98.8M.
  • Capital International Investors first reported a position in Iron Mountain in Q2 2013 and held it in 27 quarters.
  • Capital International Investors's Iron Mountain position peaked at $527M in Q2 2016.
  • 538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Capital International Investors's 13F filing for Q1 2020, filed 15 May 2020.