Lion Street Advisors’s Iron Mountain IRM Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-117	Closed	-$3K	–	213
2020 Q1	$3K	Buy	+117	New	+$3.54K	0.02%	315

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lion Street Advisors's IRM Position: Q2 2020 in Review

Lion Street Advisors sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 117 shares — an estimated $3K sold.

Lion Street Advisors first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

Lion Street Advisors reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 117 Iron Mountain shares in Q2 2020, an estimated $3K.
Lion Street Advisors first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Iron Mountain position peaked at $3K in Q1 2020.
563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.