Grace Capital’s Iron Mountain IRM Stock Holding History

Grace 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
2021 Q2	–	Sell	-10,100	Closed	-$374K	–	178
2021 Q1	$374K	Sell	10,100 -19,900	-66%	-$665K	0.24%	115
2020 Q4	$884K	Buy	30,000 +5,000	+20%	+$139K	0.56%	48
2020 Q3	$669K	Sell	25,000 -11,300	-31%	-$322K	0.52%	49
2020 Q2	$947K	Buy	36,300 +21,630	+147%	+$546K	0.81%	29
2020 Q1	$349K	Hold	14,670	–	–	0.34%	83
2019 Q4	$468K	Sell	14,670 -52	-0.4%	-$1.71K	0.38%	71
2019 Q3	$477K	Hold	14,722	–	–	0.48%	64
2019 Q2	$461K	Sell	14,722 -7,317	-33%	-$240K	0.22%	105
2019 Q1	$782K	Sell	22,039 -1,228	-5%	-$43.4K	0.31%	92
2018 Q4	$754K	Buy	23,267 +8,597	+59%	+$282K	0.35%	84
2018 Q3	$506K	Hold	14,670	–	–	0.2%	105
2018 Q2	$514K	Buy	+14,670	New	+$496K	0.2%	109

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grace Capital's IRM Position: Q2 2021 in Review

Grace Capital sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 10,100 shares — an estimated $374K sold.

Grace Capital first reported a position in IRM in Q2 2018 and held it in 12 quarters. The position peaked at $947K in Q2 2020. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

Grace Capital reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
Grace Capital sold 10,100 Iron Mountain shares in Q2 2021, an estimated $374K.
Grace Capital first reported a position in Iron Mountain in Q2 2018 and held it in 12 quarters.
Grace Capital's Iron Mountain position peaked at $947K in Q2 2020.
686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Grace Capital's 13F filing for Q2 2021, filed 11 Aug 2021.