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Klingenstein Fields & Co’s Iron Mountain IRM Stock Holding History

Klingenstein Fields & Co’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
2019
Q4 		– Sell
-6,331
Closed -$205K – 191
2019
Q3 		$205K Buy
+6,331
New +$199K 0.01% 182
2019
Q1 		– Sell
-6,388
Closed -$207K – 195
2018
Q4 		$207K Sell
6,388
-383
-6% -$12.6K 0.01% 186
2018
Q3 		$234K Buy
6,771
+1,001
+17% +$35.7K 0.01% 197
2018
Q2 		$202K Buy
+5,770
New +$195K 0.01% 207
2018
Q1 		– Sell
-7,661
Closed -$289K – 224
2017
Q4 		$289K Buy
7,661
+965
+14% +$38.3K 0.01% 186
2017
Q3 		$260K Buy
+6,696
New +$250K 0.01% 192

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Klingenstein Fields & Co's IRM Position: Q4 2019 in Review

Klingenstein Fields & Co sold out of Iron Mountain (IRM) in Q4 2019, closing a stake of 6,331 shares — an estimated $205K sold.

Klingenstein Fields & Co first reported a position in IRM in Q3 2017 and held it in 6 quarters. The position peaked at $289K in Q4 2017. 577 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

  • Klingenstein Fields & Co reported no remaining Iron Mountain position as of Q4 2019 after selling out during the quarter.
  • Klingenstein Fields & Co sold 6,331 Iron Mountain shares in Q4 2019, an estimated $205K.
  • Klingenstein Fields & Co first reported a position in Iron Mountain in Q3 2017 and held it in 6 quarters.
  • Klingenstein Fields & Co's Iron Mountain position peaked at $289K in Q4 2017.
  • 577 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Klingenstein Fields & Co's 13F filing for Q4 2019, filed 4 Feb 2020.