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Capital International’s Iron Mountain IRM Stock Holding History

Capital International’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
Q3 		– Sell
-33,714
Closed -$1.05M – 144
2019
Q2 		$1.05M Hold
33,714
– – 0.25% 93
2019
Q1 		$1.2M Buy
33,714
+400
+1% +$14.1K 0.29% 90
2018
Q4 		$1.08M Buy
33,314
+24,700
+287% +$810K 0.29% 87
2018
Q3 		$297K Hold
8,614
– – 0.09% 120
2018
Q2 		$302K Hold
8,614
– – 0.05% 163
2018
Q1 		$283K Hold
8,614
– – 0.05% 166
2017
Q4 		$325K Hold
8,614
– – 0.06% 148
2017
Q3 		$335K Sell
8,614
-8,100
-48% -$303K 0.02% 108
2017
Q2 		$574K Hold
16,714
– – 0.04% 109
2017
Q1 		$596K Hold
16,714
– – 0.04% 112
2016
Q4 		$543K Sell
16,714
-47,700
-74% -$1.59M 0.04% 118
2016
Q3 		$2.42M Hold
64,414
– – 0.17% 94
2016
Q2 		$2.57M Sell
64,414
-69,982
-52% -$2.55M 0.19% 93
2016
Q1 		$4.56M Buy
134,396
+12,600
+10% +$362K 0.29% 84
2015
Q4 		$3.29M Buy
121,796
+26,200
+27% +$768K 0.21% 93
2015
Q3 		$2.96M Buy
95,596
+6,100
+7% +$182K 0.2% 93
2015
Q2 		$2.77M Sell
89,496
-12,572
-12% -$440K 0.16% 108
2015
Q1 		$3.72M Sell
102,068
-220,367
-68% -$8.51M 0.23% 85
2014
Q4 		$12.5M Sell
322,435
-63,400
-16% -$2.31M 0.76% 45
2014
Q3 		$12.6M Sell
385,835
-41,376
-10% -$1.34M 0.78% 43
2014
Q2 		$14M Hold
427,211
– – 0.87% 41
2014
Q1 		$10.9M Buy
427,211
+23,912
+6% +$612K 0.68% 51
2013
Q4 		$11.3M Sell
403,299
-4,004
-1% -$103K 0.69% 53
2013
Q3 		$10.2M Buy
407,303
+116,462
+40% +$2.96M 0.67% 53
2013
Q2 		$7.15M Buy
+290,841
New +$9.39M 0.44% 62

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Capital International's IRM Position: Q3 2019 in Review

Capital International sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 33,714 shares — an estimated $1.05M sold.

Capital International first reported a position in IRM in Q2 2013 and held it in 25 quarters. The position peaked at $14M in Q2 2014. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Capital International reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
  • Capital International sold 33,714 Iron Mountain shares in Q3 2019, an estimated $1.05M.
  • Capital International first reported a position in Iron Mountain in Q2 2013 and held it in 25 quarters.
  • Capital International's Iron Mountain position peaked at $14M in Q2 2014.
  • 519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Capital International's 13F filing for Q3 2019, filed 14 Nov 2019.