First Quadrant’s Iron Mountain IRM Stock Holding History

First Quadrant’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 Q4	–	Sell	-2,344	Closed	-$63K	–	629
2020 Q3	$63K	Hold	2,344	–	–	0.01%	470
2020 Q2	$61K	Hold	2,344	–	–	0.01%	621
2020 Q1	$56K	Hold	2,344	–	–	0.01%	521
2019 Q4	$75K	Hold	2,344	–	–	0.01%	501
2019 Q3	$76K	Hold	2,344	–	–	0.01%	504
2019 Q2	$73K	Hold	2,344	–	–	0.01%	606
2019 Q1	$83K	Buy	+2,344	New	+$82.8K	0.01%	605
2018 Q2	–	Sell	-8,664	Closed	-$285K	–	796
2018 Q1	$285K	Buy	+8,664	New	+$292K	0.01%	580
2015 Q4	–	Sell	-92	Closed	-$3K	–	791
2015 Q3	$3K	Hold	92	–	–	﹤0.01%	789
2015 Q2	$3K	Sell	92 -207	-69%	-$7.25K	﹤0.01%	779
2015 Q1	$11K	Buy	+299	New	+$11.5K	﹤0.01%	734

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EIP

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Quadrant's IRM Position: Q4 2020 in Review

First Quadrant sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 2,344 shares — an estimated $63K sold.

First Quadrant first reported a position in IRM in Q1 2015 and held it in 11 quarters. The position peaked at $285K in Q1 2018. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

First Quadrant reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
First Quadrant sold 2,344 Iron Mountain shares in Q4 2020, an estimated $63K.
First Quadrant first reported a position in Iron Mountain in Q1 2015 and held it in 11 quarters.
First Quadrant's Iron Mountain position peaked at $285K in Q1 2018.
615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on First Quadrant's 13F filing for Q4 2020, filed 27 Jan 2021.