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Foresters Investment Management’s Iron Mountain IRM Stock Holding History

Foresters Investment 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
2018
Q3 		– Sell
-90
Closed -$3K – 385
2018
Q2 		$3K Sell
90
-1,459
-94% -$49.3K ﹤0.01% 384
2018
Q1 		$51K Hold
1,549
– – ﹤0.01% 381
2017
Q4 		$58K Hold
1,549
– – ﹤0.01% 585
2017
Q3 		$60K Hold
1,549
– – ﹤0.01% 574
2017
Q2 		$53K Sell
1,549
-33
-2% -$1.15K ﹤0.01% 578
2017
Q1 		$56K Hold
1,582
– – ﹤0.01% 395
2016
Q4 		$51K Sell
1,582
-100
-6% -$3.32K ﹤0.01% 376
2016
Q3 		$63K Hold
1,682
– – ﹤0.01% 361
2016
Q2 		$67K Buy
+1,682
New +$61.2K ﹤0.01% 359

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Foresters Investment Management's IRM Position: Q3 2018 in Review

Foresters Investment Management sold out of Iron Mountain (IRM) in Q3 2018, closing a stake of 90 shares — an estimated $3K sold.

Foresters Investment Management first reported a position in IRM in Q2 2016 and held it in 9 quarters. The position peaked at $67K in Q2 2016. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

  • Foresters Investment Management reported no remaining Iron Mountain position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 90 Iron Mountain shares in Q3 2018, an estimated $3K.
  • Foresters Investment Management first reported a position in Iron Mountain in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Iron Mountain position peaked at $67K in Q2 2016.
  • 502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.