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Jefferies Group’s Iron Mountain IRM Stock Holding History

Jefferies Group’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
2022
Q1 		– Sell
-34,500
Closed -$1.81M – 1732
2021
Q4 		$1.81M Buy
34,500
+23,302
+208% +$1.1M 0.01% 819
2021
Q3 		$487K Buy
+11,198
New +$504K ﹤0.01% 1239
2020
Q2 		– Sell
-8,910
Closed -$212K – 1674
2020
Q1 		$212K Sell
8,910
-18,702
-68% -$566K ﹤0.01% 1664
2019
Q4 		$880K Sell
27,612
-87,208
-76% -$2.86M 0.01% 1534
2019
Q3 		$3.72M Buy
114,820
+105,783
+1,171% +$3.32M 0.03% 684
2019
Q2 		$283K Sell
9,037
-24,504
-73% -$803K ﹤0.01% 1954
2019
Q1 		$1.19M Buy
+33,541
New +$1.18M 0.01% 1189
2018
Q3 		– Sell
-34,526
Closed -$1.21M – 2572
2018
Q2 		$1.21M Buy
34,526
+21,526
+166% +$727K 0.01% 1150
2018
Q1 		$427K Buy
+13,000
New +$438K ﹤0.01% 1584
2017
Q4 		– Sell
-13,101
Closed -$520K – 2637
2017
Q3 		$510K Buy
13,101
+4,418
+51% +$165K ﹤0.01% 1622
2017
Q2 		$298K Buy
+8,683
New +$304K ﹤0.01% 1867
2017
Q1 		– Sell
-42,007
Closed -$1.36M – 2489
2016
Q4 		$1.36M Buy
+42,007
New +$1.4M 0.01% 1102
2015
Q3 		– Sell
-48,848
Closed -$1.51M – 2645
2015
Q2 		$1.51M Buy
48,848
+22,972
+89% +$804K 0.01% 1054
2015
Q1 		$944K Sell
25,876
-10,469
-29% -$404K 0.01% 1073
2014
Q4 		$1.41M Buy
36,345
+761
+2% +$27.7K 0.01% 843
2014
Q3 		$1.16M Buy
35,584
+33,906
+2,021% +$1.1M 0.01% 952
2014
Q2 		$55K Sell
1,678
-104,746
-98% -$2.84M ﹤0.01% 1924
2014
Q1 		$2.71M Sell
106,424
-63,214
-37% -$1.62M 0.03% 504
2013
Q4 		$4.76M Buy
169,638
+70,028
+70% +$1.79M 0.03% 330
2013
Q3 		$2.49M Sell
99,610
-114,429
-53% -$2.91M 0.02% 527
2013
Q2 		$5.26M Buy
+214,039
New +$6.91M 0.06% 247

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Group's IRM Position: Q1 2022 in Review

Jefferies Group sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 34,500 shares — an estimated $1.81M sold.

Jefferies Group first reported a position in IRM in Q2 2013 and held it in 21 quarters. The position peaked at $5.26M in Q2 2013. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Jefferies Group reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 34,500 Iron Mountain shares in Q1 2022, an estimated $1.81M.
  • Jefferies Group first reported a position in Iron Mountain in Q2 2013 and held it in 21 quarters.
  • Jefferies Group's Iron Mountain position peaked at $5.26M in Q2 2013.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.