LAM
IRM icon

Lapides Asset Management’s Iron Mountain IRM Stock Holding History

Lapides Asset Management’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
Q3 		– Sell
-8,700
Closed -$227K – 65
2020
Q2 		$227K Hold
8,700
– – 0.13% 56
2020
Q1 		$207K Hold
8,700
– – 0.16% 57
2019
Q4 		$277K Buy
+8,700
New +$285K 0.14% 59

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lapides Asset Management's IRM Position: Q3 2020 in Review

Lapides Asset Management sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 8,700 shares — an estimated $227K sold.

Lapides Asset Management first reported a position in IRM in Q4 2019 and held it in 3 quarters. The position peaked at $277K in Q4 2019. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • Lapides Asset Management reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
  • Lapides Asset Management sold 8,700 Iron Mountain shares in Q3 2020, an estimated $227K.
  • Lapides Asset Management first reported a position in Iron Mountain in Q4 2019 and held it in 3 quarters.
  • Lapides Asset Management's Iron Mountain position peaked at $277K in Q4 2019.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Lapides Asset Management's 13F filing for Q3 2020, filed 2 Nov 2020.