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Confluence Investment Management’s Iron Mountain IRM Stock Holding History

Confluence Investment Management’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
Q1 		– Sell
-2,630,589
Closed -$85.3M – 303
2018
Q4 		$85.3M Buy
2,630,589
+35,640
+1% +$1.17M 1.6% 23
2018
Q3 		$89.6M Sell
2,594,949
-57,361
-2% -$2.04M 1.53% 25
2018
Q2 		$92.9M Sell
2,652,310
-4,092
-0.2% -$138K 1.63% 23
2018
Q1 		$87.3M Buy
2,656,402
+225,000
+9% +$7.58M 1.61% 24
2017
Q4 		$91.7M Buy
2,431,402
+51,026
+2% +$2.02M 1.68% 20
2017
Q3 		$92.6M Buy
2,380,376
+67,098
+3% +$2.51M 1.77% 19
2017
Q2 		$79.5M Buy
2,313,278
+140,322
+6% +$4.91M 1.62% 23
2017
Q1 		$77.5M Buy
2,172,956
+167,759
+8% +$5.94M 1.73% 20
2016
Q4 		$65.1M Buy
2,005,197
+349,380
+21% +$11.6M 1.58% 23
2016
Q3 		$62.1M Buy
1,655,817
+58,535
+4% +$2.26M 1.62% 21
2016
Q2 		$63.6M Buy
1,597,282
+89,949
+6% +$3.27M 1.75% 11
2016
Q1 		$51.1M Buy
1,507,333
+136,104
+10% +$3.91M 1.53% 22
2015
Q4 		$37M Buy
1,371,229
+45,748
+3% +$1.34M 1.21% 34
2015
Q3 		$41.1M Buy
1,325,481
+61,987
+5% +$1.85M 1.5% 22
2015
Q2 		$39.2M Buy
1,263,494
+57,992
+5% +$2.03M 1.43% 25
2015
Q1 		$44M Buy
1,205,502
+27,814
+2% +$1.07M 1.66% 18
2014
Q4 		$45.5M Buy
1,177,688
+110,429
+10% +$4.02M 1.85% 7
2014
Q3 		$34.8M Sell
1,067,259
-149,013
-12% -$4.83M 1.55% 19
2014
Q2 		$39.8M Buy
1,216,272
+71,573
+6% +$1.94M 1.82% 9
2014
Q1 		$29.2M Buy
1,144,699
+100,848
+10% +$2.58M 1.48% 20
2013
Q4 		$29.3M Buy
1,043,851
+126,964
+14% +$3.25M 1.62% 16
2013
Q3 		$22.9M Buy
916,887
+90,691
+11% +$2.3M 1.42% 21
2013
Q2 		$20.3M Buy
+826,196
New +$26.7M 1.4% 18

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Confluence Investment Management's IRM Position: Q1 2019 in Review

Confluence Investment Management sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 2,630,589 shares — an estimated $85.3M sold.

Confluence Investment Management first reported a position in IRM in Q2 2013 and held it in 23 quarters. The position peaked at $92.9M in Q2 2018. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

  • Confluence Investment Management reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
  • Confluence Investment Management sold 2,630,589 Iron Mountain shares in Q1 2019, an estimated $85.3M.
  • Confluence Investment Management first reported a position in Iron Mountain in Q2 2013 and held it in 23 quarters.
  • Confluence Investment Management's Iron Mountain position peaked at $92.9M in Q2 2018.
  • 537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on Confluence Investment Management's 13F filing for Q1 2019, filed 16 Apr 2019.