Ellington Management Group’s Iron Mountain IRM Stock Holding History

Ellington Management Group’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 Q3	–	Sell	-28,950	Closed	-$906K	–	677
2019 Q2	$906K	Buy	+28,950	New	+$949K	0.15%	146
2018 Q4	–	Sell	-20,500	Closed	-$708K	–	495
2018 Q3	$708K	Sell	20,500 -2,275	-10%	-$81K	0.19%	163
2018 Q2	$797K	Sell	22,775 -74,875	-77%	-$2.53M	0.06%	101
2018 Q1	$3.21M	Buy	97,650 +90,350	+1,238%	+$3.04M	0.23%	33
2017 Q4	$275K	Buy	+7,300	New	+$290K	0.05%	393
2016 Q4	–	Sell	-9,200	Closed	-$345K	–	668
2016 Q3	$345K	Buy	+9,200	New	+$355K	0.1%	401
2015 Q3	–	Sell	-17,500	Closed	-$543K	–	795
2015 Q2	$543K	Sell	17,500 -10,500	-38%	-$368K	0.13%	222
2015 Q1	$1.02M	Buy	28,000 +14,700	+111%	+$568K	0.21%	121
2014 Q4	$514K	Buy	+13,300	New	+$484K	0.17%	190
2014 Q2	–	Sell	-28,673	Closed	-$731K	–	562
2014 Q1	$731K	Buy	+28,673	New	+$733K	0.21%	114
2013 Q4	–	Sell	-21,207	Closed	-$530K	–	665
2013 Q3	$530K	Sell	21,207 -27,375	-56%	-$695K	0.1%	295
2013 Q2	$1.2M	Buy	+48,582	New	+$1.57M	0.23%	76

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Ellington Management Group's IRM Position: Q3 2019 in Review

Ellington Management Group sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 28,950 shares — an estimated $906K sold.

Ellington Management Group first reported a position in IRM in Q2 2013 and held it in 12 quarters. The position peaked at $3.21M in Q1 2018. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Ellington Management Group reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Ellington Management Group sold 28,950 Iron Mountain shares in Q3 2019, an estimated $906K.
Ellington Management Group first reported a position in Iron Mountain in Q2 2013 and held it in 12 quarters.
Ellington Management Group's Iron Mountain position peaked at $3.21M in Q1 2018.
519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Ellington Management Group's 13F filing for Q3 2019, filed 14 Nov 2019.