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Greenhouse Funds’s Iron Mountain IRM Stock Holding History

Greenhouse Funds’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
-631,060
Closed -$16.9M – 52
2020
Q3 		$16.9M Sell
631,060
-434,016
-41% -$12.4M 2.58% 20
2020
Q2 		$27.8M Buy
+1,065,076
New +$26.9M 4.16% 8
2018
Q3 		– Sell
-442,500
Closed -$15.5M – 39
2018
Q2 		$15.5M Sell
442,500
-150,895
-25% -$5.1M 4.04% 6
2018
Q1 		$19.5M Buy
593,395
+113,740
+24% +$3.83M 5.16% 6
2017
Q4 		$18.1M Buy
479,655
+207,033
+76% +$8.22M 5.11% 7
2017
Q3 		$10.6M Buy
272,622
+51,235
+23% +$1.91M 2.92% 14
2017
Q2 		$7.61M Sell
221,387
-200,641
-48% -$7.02M 2.84% 12
2017
Q1 		$15.1M Buy
422,028
+38,700
+10% +$1.37M 6.31% 4
2016
Q4 		$12.4M Buy
+383,328
New +$12.7M 5.76% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenhouse Funds's IRM Position: Q4 2020 in Review

Greenhouse Funds sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 631,060 shares — an estimated $16.9M sold.

Greenhouse Funds first reported a position in IRM in Q4 2016 and held it in 9 quarters. The position peaked at $27.8M in Q2 2020. 614 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Greenhouse Funds reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Greenhouse Funds sold 631,060 Iron Mountain shares in Q4 2020, an estimated $16.9M.
  • Greenhouse Funds first reported a position in Iron Mountain in Q4 2016 and held it in 9 quarters.
  • Greenhouse Funds's Iron Mountain position peaked at $27.8M in Q2 2020.
  • 614 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Greenhouse Funds's 13F filing for Q4 2020, filed 16 Feb 2021.