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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
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mackay Shields LLC's IRM Position: Q2 2022 in Review

Mackay Shields LLC sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 42,115 shares — an estimated $2.33M sold.

Mackay Shields LLC first reported a position in IRM in Q1 2018 and held it in 17 quarters. The position peaked at $8.43M in Q1 2018. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Mackay Shields LLC reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Mackay Shields LLC sold 42,115 Iron Mountain shares in Q2 2022, an estimated $2.33M.
  • Mackay Shields LLC first reported a position in Iron Mountain in Q1 2018 and held it in 17 quarters.
  • Mackay Shields LLC's Iron Mountain position peaked at $8.43M in Q1 2018.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.