Covington Capital Management’s Iron Mountain IRM Stock Holding History

Covington Capital 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
2022 Q3	$15K	Buy	330 +100	+43%	+$5.05K	﹤0.01%	758
2022 Q2	$11K	Sell	230 -45	-16%	-$2.37K	﹤0.01%	803
2022 Q1	$15K	Sell	275 -25	-8%	-$1.19K	﹤0.01%	766
2021 Q4	$16K	Hold	300	–	–	﹤0.01%	719
2021 Q3	$13K	Buy	300 +100	+50%	+$4.5K	﹤0.01%	776
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	805
2021 Q1	$7K	Buy	+200	New	+$6.69K	﹤0.01%	719
2020 Q4	–	Sell	-300	Closed	-$8K	–	790
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	656
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	654
2020 Q1	$7K	Sell	300 -150	-33%	-$4.54K	﹤0.01%	650
2019 Q4	$14K	Buy	450 +150	+50%	+$4.92K	﹤0.01%	645
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	656
2019 Q2	$9K	Hold	300	–	–	﹤0.01%	642
2019 Q1	$11K	Hold	300	–	–	﹤0.01%	605
2018 Q4	$10K	Hold	300	–	–	﹤0.01%	633
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	602
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	615
2018 Q1	$10K	Sell	300 -265	-47%	-$8.93K	﹤0.01%	636
2017 Q4	$21K	Buy	565 +100	+22%	+$3.97K	﹤0.01%	576
2017 Q3	$18K	Buy	+465	New	+$17.4K	﹤0.01%	561

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Covington Capital Management's IRM Position: Q3 2022 in Review

Covington Capital Management increased its Iron Mountain (IRM) stake by 43% in Q3 2022, buying an estimated $5.05K and bringing the position to 330 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Covington Capital Management first reported a position in IRM in Q3 2017 and has held it in 20 quarters since. The position peaked at $21K in Q4 2017. 743 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

Covington Capital Management held 330 shares of Iron Mountain worth $15K as of Q3 2022.
Covington Capital Management bought 100 Iron Mountain shares in Q3 2022, an estimated $5.05K.
Iron Mountain made up ﹤0.01% of Covington Capital Management's portfolio in Q3 2022, its #758 holding.
Covington Capital Management first reported a position in Iron Mountain in Q3 2017 and has held it in 20 quarters since.
Covington Capital Management's Iron Mountain position peaked at $21K in Q4 2017.
743 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Covington Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.