Mackay Shields LLC’s Iron Mountain IRM Stock Holding History

Mackay Shields LLC’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
2022 Q2	–	Sell	-42,115	Closed	-$2.33M	–	476
2022 Q1	$2.33M	Sell	42,115 -1,711	-4%	-$81.5K	0.02%	528
2021 Q4	$2.29M	Sell	43,826 -2,232	-5%	-$105K	0.02%	545
2021 Q3	$2M	Buy	46,058 +1,536	+3%	+$69.1K	0.02%	533
2021 Q2	$1.88M	Sell	44,522 -7,812	-15%	-$328K	0.02%	551
2021 Q1	$1.94M	Buy	52,334 +4,920	+10%	+$164K	0.01%	782
2020 Q4	$1.4M	Sell	47,414 -408	-0.9%	-$11.3K	0.01%	982
2020 Q3	$1.28M	Buy	47,822 +306	+0.6%	+$8.71K	0.01%	953
2020 Q2	$1.24M	Sell	47,516 -13,933	-23%	-$352K	0.01%	952
2020 Q1	$1.46M	Buy	61,449 +8,849	+17%	+$268K	0.01%	803
2019 Q4	$1.68M	Sell	52,600 -2,066	-4%	-$67.7K	0.01%	936
2019 Q3	$1.77M	Sell	54,666 -138,740	-72%	-$4.36M	0.01%	947
2019 Q2	$6.05M	Buy	193,406 +51,098	+36%	+$1.67M	0.04%	461
2019 Q1	$5.05M	Buy	142,308 +90,577	+175%	+$3.2M	0.04%	497
2018 Q4	$1.68M	Buy	51,731 +6,009	+13%	+$197K	0.01%	728
2018 Q3	$1.58M	Buy	45,722 +173	+0.4%	+$6.16K	0.01%	764
2018 Q2	$1.59M	Sell	45,549 -210,942	-82%	-$7.13M	0.01%	837
2018 Q1	$8.43M	Buy	+256,491	New	+$8.64M	0.05%	389

Other funds holding IRM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return