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Liberty Mutual Group Asset Management’s Iron Mountain IRM Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-11,250
Closed -$388K – 397
2018
Q3 		$388K Hold
11,250
– – 0.01% 847
2018
Q2 		$394K Buy
11,250
+712
+7% +$24.1K 0.01% 855
2018
Q1 		$346K Hold
10,538
– – 0.01% 867
2017
Q4 		$398K Buy
10,538
+591
+6% +$23.5K 0.01% 854
2017
Q3 		$387K Sell
9,947
-6,728
-40% -$251K 0.02% 846
2017
Q2 		$573K Buy
16,675
+1,131
+7% +$39.6K 0.02% 849
2017
Q1 		$555K Sell
15,544
-4,066
-21% -$144K 0.02% 844
2016
Q4 		$636K Buy
19,610
+1,081
+6% +$35.9K 0.02% 867
2016
Q3 		$695K Buy
18,529
+729
+4% +$28.1K 0.02% 808
2016
Q2 		$709K Buy
17,800
+5,581
+46% +$203K 0.03% 799
2016
Q1 		$414K Sell
12,219
-31
-0.3% -$890 0.02% 917
2015
Q4 		$331K Sell
12,250
-36,143
-75% -$1.06M 0.01% 932
2015
Q3 		$1.5M Buy
48,393
+8,482
+21% +$253K 0.06% 604
2015
Q2 		$1.24M Sell
39,911
-11,433
-22% -$400K 0.04% 835
2015
Q1 		$1.87M Buy
51,344
+1,189
+2% +$45.9K 0.06% 651
2014
Q4 		$1.94M Buy
50,155
+269
+0.5% +$9.78K 0.06% 589
2014
Q3 		$1.63M Sell
49,886
-6,685
-12% -$217K 0.05% 646
2014
Q2 		$1.85M Buy
56,571
+2,600
+5% +$70.5K 0.06% 564
2014
Q1 		$1.38M Buy
53,971
+10,309
+24% +$264K 0.05% 750
2013
Q4 		$1.23M Buy
43,662
+32,579
+294% +$835K 0.04% 700
2013
Q3 		$277K Buy
11,083
+2,462
+29% +$62.5K 0.01% 1005
2013
Q2 		$212K Buy
+8,621
New +$278K 0.01% 983

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Mutual Group Asset Management's IRM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 11,250 shares — an estimated $388K sold.

Liberty Mutual Group Asset Management first reported a position in IRM in Q2 2013 and held it in 22 quarters. The position peaked at $1.94M in Q4 2014. 486 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 11,250 Iron Mountain shares in Q4 2018, an estimated $388K.
  • Liberty Mutual Group Asset Management first reported a position in Iron Mountain in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Iron Mountain position peaked at $1.94M in Q4 2014.
  • 486 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.