Neuburgh Advisers’s Iron Mountain IRM Stock Holding History

Neuburgh Advisers’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
2019 Q3	$2.57M	Buy	79,356 +26,282	+50%	+$826K	0.08%	188
2019 Q2	$1.66M	Buy	53,074 +6,528	+14%	+$214K	0.05%	256
2019 Q1	$1.65M	Buy	46,546 +12,002	+35%	+$424K	0.06%	225
2018 Q4	$1.12M	Sell	34,544 -9,622	-22%	-$316K	0.04%	250
2018 Q3	$1.52M	Sell	44,166 -19,278	-30%	-$687K	0.05%	234
2018 Q2	$2.22M	Buy	63,444 +13,634	+27%	+$461K	0.07%	205
2018 Q1	$1.64M	Buy	49,810 +31,722	+175%	+$1.07M	0.06%	211
2017 Q4	$682K	Sell	18,088 -680	-4%	-$27K	0.02%	350
2017 Q3	$730K	Sell	18,768 -1,224	-6%	-$45.7K	0.03%	324
2017 Q2	$687K	Sell	19,992 -14,790	-43%	-$517K	0.03%	335
2017 Q1	$1.24M	Buy	34,782 +1,666	+5%	+$59K	0.05%	244
2016 Q4	$1.08M	Buy	+33,116	New	+$1.1M	0.05%	226

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuburgh Advisers's IRM Position: Q3 2019 in Review

Neuburgh Advisers increased its Iron Mountain (IRM) stake by 50% in Q3 2019, buying an estimated $826K and bringing the position to 79,356 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #188.

Neuburgh Advisers first reported a position in IRM in Q4 2016 and has held it in 12 quarters since. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Neuburgh Advisers held 79,356 shares of Iron Mountain worth $2.57M as of Q3 2019.
Neuburgh Advisers bought 26,282 Iron Mountain shares in Q3 2019, an estimated $826K.
Iron Mountain made up 0.08% of Neuburgh Advisers's portfolio in Q3 2019, its #188 holding.
Neuburgh Advisers first reported a position in Iron Mountain in Q4 2016 and has held it in 12 quarters since.
518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.