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ETrade Capital Management’s Iron Mountain IRM Stock Holding History

ETrade 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
2020
Q3 		$383K Sell
14,302
-1,378
-9% -$39.2K 0.01% 642
2020
Q2 		$409K Buy
+15,680
New +$396K 0.01% 586
2019
Q1 		– Sell
-18,496
Closed -$599K – 825
2018
Q4 		$599K Buy
+18,496
New +$607K 0.02% 444

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ETrade Capital Management's IRM Position: Q3 2020 in Review

ETrade Capital Management reduced its Iron Mountain (IRM) stake by 8.8% in Q3 2020, selling an estimated $39.2K and leaving 14,302 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #642.

ETrade Capital Management first reported a position in IRM in Q4 2018 and has held it in 3 quarters since. The position peaked at $599K in Q4 2018. 591 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • ETrade Capital Management held 14,302 shares of Iron Mountain worth $383K as of Q3 2020.
  • ETrade Capital Management sold 1,378 Iron Mountain shares in Q3 2020, an estimated $39.2K.
  • Iron Mountain made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #642 holding.
  • ETrade Capital Management first reported a position in Iron Mountain in Q4 2018 and has held it in 3 quarters since.
  • ETrade Capital Management's Iron Mountain position peaked at $599K in Q4 2018.
  • 591 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.