JG
IRM icon

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
-20,600
Closed -$1.08M – 1731
2021
Q4 		$1.08M Buy
+20,600
New +$974K 0.01% 980
2018
Q2 		– Sell
-53,000
Closed -$1.74M – 2492
2018
Q1 		$1.74M Hold
53,000
– – 0.01% 927
2017
Q4 		$2M Buy
+53,000
New +$2.1M 0.01% 997
2014
Q4 		– Sell
-909,100
Closed -$29.7M – 2140
2014
Q3 		$29.7M Buy
909,100
+784,237
+628% +$25.4M 0.2% 92
2014
Q2 		$4.09M Sell
124,863
-95,865
-43% -$2.6M 0.03% 393
2014
Q1 		$5.62M Sell
220,728
-447,623
-67% -$11.4M 0.05% 279
2013
Q4 		$18.7M Sell
668,351
-270,176
-29% -$6.92M 0.12% 93
2013
Q3 		$23.4M Sell
938,527
-949,347
-50% -$24.1M 0.23% 56
2013
Q2 		$46.4M Buy
+1,887,874
New +$60.9M 0.5% 24

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.