Northeast Investment Management’s Iron Mountain IRM Stock Holding History

Northeast Investment Management’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 Q1	–	Sell	-7,368	Closed	-$235K	–	169
2019 Q4	$235K	Hold	7,368	–	–	0.02%	164
2019 Q3	$239K	Hold	7,368	–	–	0.02%	163
2019 Q2	$231K	Hold	7,368	–	–	0.02%	163
2019 Q1	$261K	Hold	7,368	–	–	0.02%	148
2018 Q4	$239K	Hold	7,368	–	–	0.02%	143
2018 Q3	$254K	Hold	7,368	–	–	0.02%	156
2018 Q2	$258K	Hold	7,368	–	–	0.02%	151
2018 Q1	$242K	Hold	7,368	–	–	0.02%	141
2017 Q4	$278K	Hold	7,368	–	–	0.02%	139
2017 Q3	$287K	Hold	7,368	–	–	0.03%	138
2017 Q2	$253K	Hold	7,368	–	–	0.02%	140
2017 Q1	$263K	Hold	7,368	–	–	0.02%	136
2016 Q4	$239K	Hold	7,368	–	–	0.02%	143
2016 Q3	$277K	Hold	7,368	–	–	0.03%	129
2016 Q2	$293K	Hold	7,368	–	–	0.03%	131
2016 Q1	$250K	Buy	+7,368	New	+$212K	0.03%	140
2015 Q4	–	Sell	-7,839	Closed	-$243K	–	155
2015 Q3	$243K	Hold	7,839	–	–	0.03%	144
2015 Q2	$243K	Sell	7,839 -449	-5%	-$15.7K	0.02%	145
2015 Q1	$302K	Hold	8,288	–	–	0.03%	135
2014 Q4	$320K	Buy	8,288 +528	+7%	+$19.2K	0.03%	133
2014 Q3	$253K	Sell	7,760 -636	-8%	-$20.6K	0.03%	157
2014 Q2	$275K	Hold	8,396	–	–	0.03%	155
2014 Q1	$214K	Hold	8,396	–	–	0.02%	165
2013 Q4	$236K	Hold	8,396	–	–	0.03%	150
2013 Q3	$210K	Hold	8,396	–	–	0.03%	153
2013 Q2	$206K	Buy	+8,396	New	+$271K	0.03%	146

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northeast Investment Management's IRM Position: Q1 2020 in Review

Northeast Investment Management sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 7,368 shares — an estimated $235K sold.

Northeast Investment Management first reported a position in IRM in Q2 2013 and held it in 26 quarters. The position peaked at $320K in Q4 2014. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

Northeast Investment Management reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
Northeast Investment Management sold 7,368 Iron Mountain shares in Q1 2020, an estimated $235K.
Northeast Investment Management first reported a position in Iron Mountain in Q2 2013 and held it in 26 quarters.
Northeast Investment Management's Iron Mountain position peaked at $320K in Q4 2014.
538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Northeast Investment Management's 13F filing for Q1 2020, filed 13 May 2020.