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Claybrook Capital’s Iron Mountain IRM Stock Holding History

Claybrook Capital’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
2021
Q2 		– Sell
-10,000
Closed -$370K – 194
2021
Q1 		$370K Buy
+10,000
New +$334K 0.21% 81
2019
Q1 		– Sell
-53
Closed -$2K – 382
2018
Q4 		$2K Buy
+53
New +$1.74K ﹤0.01% 637

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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claybrook Capital's IRM Position: Q2 2021 in Review

Claybrook Capital sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 10,000 shares — an estimated $370K sold.

Claybrook Capital first reported a position in IRM in Q4 2018 and held it in 2 quarters. The position peaked at $370K in Q1 2021. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • Claybrook Capital reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • Claybrook Capital sold 10,000 Iron Mountain shares in Q2 2021, an estimated $370K.
  • Claybrook Capital first reported a position in Iron Mountain in Q4 2018 and held it in 2 quarters.
  • Claybrook Capital's Iron Mountain position peaked at $370K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Claybrook Capital's 13F filing for Q2 2021, filed 26 Jul 2021.