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Gratus Capital’s Iron Mountain IRM Stock Holding History

Gratus 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
2020
Q2 		– Sell
-178,959
Closed -$4.26M – 173
2020
Q1 		$4.26M Buy
178,959
+12,962
+8% +$392K 0.8% 51
2019
Q4 		$5.29M Buy
165,997
+3,383
+2% +$111K 0.8% 51
2019
Q3 		$5.27M Buy
+162,614
New +$5.11M 0.86% 47

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gratus Capital's IRM Position: Q2 2020 in Review

Gratus Capital sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 178,959 shares — an estimated $4.26M sold.

Gratus Capital first reported a position in IRM in Q3 2019 and held it in 3 quarters. The position peaked at $5.29M in Q4 2019. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Gratus Capital reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Gratus Capital sold 178,959 Iron Mountain shares in Q2 2020, an estimated $4.26M.
  • Gratus Capital first reported a position in Iron Mountain in Q3 2019 and held it in 3 quarters.
  • Gratus Capital's Iron Mountain position peaked at $5.29M in Q4 2019.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Gratus Capital's 13F filing for Q2 2020, filed 11 Aug 2020.