Convergence Investment Partners’s Iron Mountain IRM Stock Holding History

Convergence Investment Partners’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
2022 Q1	–	Sell	-27,059	Closed	-$1.42M	–	231
2021 Q4	$1.42M	Buy	27,059 +240	+0.9%	+$11.3K	0.72%	52
2021 Q3	$1.17M	Buy	26,819 +1,986	+8%	+$89.4K	0.63%	65
2021 Q2	$1.05M	Buy	24,833 +400	+2%	+$16.8K	0.45%	80
2021 Q1	$904K	Sell	24,433 -2,008	-8%	-$67.1K	0.41%	83
2020 Q4	$779K	Sell	26,441 -25,006	-49%	-$694K	0.39%	84
2020 Q3	$1.38M	Buy	51,447 +5,513	+12%	+$157K	0.48%	64
2020 Q2	$1.2M	Buy	45,934 +12,344	+37%	+$312K	0.41%	78
2020 Q1	$799K	Sell	33,590 -1,999	-6%	-$60.5K	0.35%	92
2019 Q4	$1.13M	Buy	+35,589	New	+$1.17M	0.32%	108
2018 Q2	–	Sell	-1,039	Closed	-$34K	–	598
2018 Q1	$34K	Buy	+1,039	New	+$35K	﹤0.01%	490
2016 Q3	–	Sell	-21,564	Closed	-$859K	–	356
2016 Q2	$859K	Buy	+21,564	New	+$785K	0.12%	252

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Convergence Investment Partners's IRM Position: Q1 2022 in Review

Convergence Investment Partners sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 27,059 shares — an estimated $1.42M sold.

Convergence Investment Partners first reported a position in IRM in Q2 2016 and held it in 11 quarters. The position peaked at $1.42M in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Convergence Investment Partners reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
Convergence Investment Partners sold 27,059 Iron Mountain shares in Q1 2022, an estimated $1.42M.
Convergence Investment Partners first reported a position in Iron Mountain in Q2 2016 and held it in 11 quarters.
Convergence Investment Partners's Iron Mountain position peaked at $1.42M in Q4 2021.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Convergence Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.