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Eaton Vance Management’s Iron Mountain IRM Stock Holding History

Eaton Vance 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 		$1.66M Sell
37,652
-7,093
-16% -$358K ﹤0.01% 1112
2022
Q2 		$2.18M Sell
44,745
-7,579
-14% -$399K ﹤0.01% 1055
2022
Q1 		$2.9M Buy
52,324
+1,443
+3% +$68.7K ﹤0.01% 1062
2021
Q4 		$2.66M Buy
50,881
+203
+0.4% +$9.6K ﹤0.01% 962
2021
Q3 		$1.85M Sell
50,678
-2,985
-6% -$134K ﹤0.01% 950
2021
Q2 		$2.27M Buy
53,663
+12,446
+30% +$522K ﹤0.01% 983
2021
Q1 		$1.52M Buy
41,217
+4,171
+11% +$139K ﹤0.01% 1030
2020
Q4 		$1.09M Buy
37,046
+398
+1% +$11K ﹤0.01% 1067
2020
Q3 		$982K Buy
36,648
+657
+2% +$18.7K ﹤0.01% 989
2020
Q2 		$939K Buy
35,991
+14,476
+67% +$366K ﹤0.01% 975
2020
Q1 		$512K Buy
21,515
+6,939
+48% +$210K ﹤0.01% 1061
2019
Q4 		$465K Buy
+14,576
New +$478K ﹤0.01% 1139
2019
Q2 		– Sell
-6,610
Closed -$234K – 1299
2019
Q1 		$234K Buy
6,610
+285
+5% +$10.1K ﹤0.01% 1187
2018
Q4 		$205K Buy
+6,325
New +$207K ﹤0.01% 1142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eaton Vance Management's IRM Position: Q3 2022 in Review

Eaton Vance Management reduced its Iron Mountain (IRM) stake by 16% in Q3 2022, selling an estimated $358K and leaving 37,652 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Eaton Vance Management first reported a position in IRM in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.9M in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Eaton Vance Management held 37,652 shares of Iron Mountain worth $1.66M as of Q3 2022.
  • Eaton Vance Management sold 7,093 Iron Mountain shares in Q3 2022, an estimated $358K.
  • Iron Mountain made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1112 holding.
  • Eaton Vance Management first reported a position in Iron Mountain in Q4 2018 and has held it in 14 quarters since.
  • Eaton Vance Management's Iron Mountain position peaked at $2.9M in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.