ClearBridge Investments’s Iron Mountain IRM Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-900	Closed	-$23K	–	875
2020 Q2	$23K	Hold	900	–	–	﹤0.01%	836
2020 Q1	$21K	Hold	900	–	–	﹤0.01%	873
2019 Q4	$27K	Sell	900 -300	-25%	-$9.84K	﹤0.01%	932
2019 Q3	$39K	Buy	1,200 +300	+33%	+$9.42K	﹤0.01%	851
2019 Q2	$28K	Hold	900	–	–	﹤0.01%	905
2019 Q1	$32K	Hold	900	–	–	﹤0.01%	890
2018 Q4	$29K	Hold	900	–	–	﹤0.01%	926
2018 Q3	$31K	Hold	900	–	–	﹤0.01%	965
2018 Q2	$32K	Buy	900 +267	+42%	+$9.02K	﹤0.01%	917
2018 Q1	$21K	Buy	633 +33	+6%	+$1.11K	﹤0.01%	973
2017 Q4	$23K	Hold	600	–	–	﹤0.01%	981
2017 Q3	$23K	Hold	600	–	–	﹤0.01%	1021
2017 Q2	$21K	Hold	600	–	–	﹤0.01%	1037
2017 Q1	$21K	Buy	600 +300	+100%	+$10.6K	﹤0.01%	1000
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	1080
2016 Q3	$11K	Buy	+300	New	+$11.6K	﹤0.01%	988

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments's IRM Position: Q3 2020 in Review

ClearBridge Investments sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 900 shares — an estimated $23K sold.

ClearBridge Investments first reported a position in IRM in Q3 2016 and held it in 16 quarters. The position peaked at $39K in Q3 2019. 591 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

ClearBridge Investments reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments sold 900 Iron Mountain shares in Q3 2020, an estimated $23K.
ClearBridge Investments first reported a position in Iron Mountain in Q3 2016 and held it in 16 quarters.
ClearBridge Investments's Iron Mountain position peaked at $39K in Q3 2019.
591 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.