Kaizen Advisory’s Iron Mountain IRM Stock Holding History

Kaizen Advisory’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
2018 Q4	$24K	Buy	754 +110	+17%	+$3.61K	0.02%	478
2018 Q3	$22K	Hold	644	–	–	0.01%	509
2018 Q2	$23K	Buy	644 +374	+139%	+$12.6K	0.01%	495
2018 Q1	$9K	Hold	270	–	–	0.01%	509
2017 Q4	$10K	Buy	+270	New	+$10.7K	0.01%	482

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Kaizen Advisory's IRM Position: Q4 2018 in Review

Kaizen Advisory increased its Iron Mountain (IRM) stake by 17% in Q4 2018, buying an estimated $3.61K and bringing the position to 754 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #478.

Kaizen Advisory first reported a position in IRM in Q4 2017 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

Kaizen Advisory held 754 shares of Iron Mountain worth $24K as of Q4 2018.
Kaizen Advisory bought 110 Iron Mountain shares in Q4 2018, an estimated $3.61K.
Iron Mountain made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #478 holding.
Kaizen Advisory first reported a position in Iron Mountain in Q4 2017 and has held it in 5 quarters since.
485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.