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Edge Advisors’s Iron Mountain IRM Stock Holding History

Edge Advisors’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
2018
Q2 		$31K Hold
899
– – ﹤0.01% 574
2018
Q1 		$29K Buy
899
+43
+5% +$1.45K ﹤0.01% 602
2017
Q4 		$32K Hold
856
– – ﹤0.01% 594
2017
Q3 		$33K Hold
856
– – ﹤0.01% 577
2017
Q2 		$29K Hold
856
– – ﹤0.01% 600
2017
Q1 		$30K Hold
856
– – ﹤0.01% 605
2016
Q4 		$27K Buy
+856
New +$28.5K ﹤0.01% 575

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Advisors's IRM Position: Q2 2018 in Review

Edge Advisors held its Iron Mountain (IRM) position steady in Q2 2018 at 899 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Edge Advisors first reported a position in IRM in Q4 2016 and has held it in 7 quarters since. The position peaked at $33K in Q3 2017. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

  • Edge Advisors held 899 shares of Iron Mountain worth $31K as of Q2 2018.
  • Edge Advisors left its Iron Mountain share count unchanged in Q2 2018.
  • Iron Mountain made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #574 holding.
  • Edge Advisors first reported a position in Iron Mountain in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Iron Mountain position peaked at $33K in Q3 2017.
  • 484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.