Martin Capital Partners’s Iron Mountain IRM Stock Holding History

Martin Capital Partners’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	-10,749	Closed	-$256K	–	61
2020 Q1	$256K	Buy	10,749 +976	+10%	+$29.5K	0.2%	47
2019 Q4	$311K	Buy	9,773 +3,224	+49%	+$106K	0.18%	50
2019 Q3	$212K	Buy	+6,549	New	+$206K	0.14%	50
2019 Q2	–	Sell	-6,149	Closed	-$218K	–	58
2019 Q1	$218K	Buy	+6,149	New	+$217K	0.17%	47

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

Martin Capital Partners's IRM Position: Q2 2020 in Review

Martin Capital Partners sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 10,749 shares — an estimated $256K sold.

Martin Capital Partners first reported a position in IRM in Q1 2019 and held it in 4 quarters. The position peaked at $311K in Q4 2019. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

Martin Capital Partners reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
Martin Capital Partners sold 10,749 Iron Mountain shares in Q2 2020, an estimated $256K.
Martin Capital Partners first reported a position in Iron Mountain in Q1 2019 and held it in 4 quarters.
Martin Capital Partners's Iron Mountain position peaked at $311K in Q4 2019.
563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Martin Capital Partners's 13F filing for Q2 2020, filed 7 Jul 2020.