Ferris Capital’s Iron Mountain IRM Stock Holding History

Ferris Capital’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 Q2	–	Sell	-159	Closed	-$6K	–	386
2019 Q1	$6K	Hold	159	–	–	﹤0.01%	519
2018 Q4	$5K	Hold	159	–	–	﹤0.01%	521
2018 Q3	$5K	Sell	159 -107	-40%	-$3.81K	﹤0.01%	555
2018 Q2	$9K	Sell	266 -12,152	-98%	-$410K	﹤0.01%	491
2018 Q1	$408K	Sell	12,418 -5,885	-32%	-$198K	0.16%	117
2017 Q4	$691K	Hold	18,303	–	–	0.25%	91
2017 Q3	$712K	Sell	18,303 -144	-0.8%	-$5.38K	0.35%	66
2017 Q2	$634K	Buy	+18,447	New	+$645K	0.3%	71

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Ferris Capital's IRM Position: Q2 2019 in Review

Ferris Capital sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 159 shares — an estimated $6K sold.

Ferris Capital first reported a position in IRM in Q2 2017 and held it in 8 quarters. The position peaked at $712K in Q3 2017. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

Ferris Capital reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 159 Iron Mountain shares in Q2 2019, an estimated $6K.
Ferris Capital first reported a position in Iron Mountain in Q2 2017 and held it in 8 quarters.
Ferris Capital's Iron Mountain position peaked at $712K in Q3 2017.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.