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Marshall Wace North America’s Iron Mountain IRM Stock Holding History

Marshall Wace North America’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
Q4 		– Sell
-56,351
Closed -$1.51M – 1433
2020
Q3 		$1.51M Buy
+56,351
New +$1.6M 0.01% 676
2013
Q4 		– Sell
-76,874
Closed -$1.92M – 768
2013
Q3 		$1.92M Sell
76,874
-20,310
-21% -$516K 0.06% 272
2013
Q2 		$2.39M Buy
+97,184
New +$3.14M 0.19% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace North America's IRM Position: Q4 2020 in Review

Marshall Wace North America sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 56,351 shares — an estimated $1.51M sold.

Marshall Wace North America first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $2.39M in Q2 2013. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Marshall Wace North America reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 56,351 Iron Mountain shares in Q4 2020, an estimated $1.51M.
  • Marshall Wace North America first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
  • Marshall Wace North America's Iron Mountain position peaked at $2.39M in Q2 2013.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.