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Oakbrook Investments’s Iron Mountain IRM Stock Holding History

Oakbrook Investments’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
-8,100
Closed -$258K – 298
2019
Q4 		$258K Sell
8,100
-4,400
-35% -$144K 0.05% 504
2019
Q3 		$405K Sell
12,500
-1,700
-12% -$53.4K 0.03% 425
2019
Q2 		$444K Sell
14,200
-160
-1% -$5.24K 0.03% 415
2019
Q1 		$509K Buy
14,360
+100
+0.7% +$3.53K 0.03% 396
2018
Q4 		$462K Sell
14,260
-1,250
-8% -$41K 0.03% 388
2018
Q3 		$535K Buy
15,510
+4,600
+42% +$164K 0.03% 430
2018
Q2 		$382K Sell
10,910
-2,930
-21% -$99K 0.02% 404
2018
Q1 		$455K Buy
13,840
+1,040
+8% +$35K 0.03% 378
2017
Q4 		$483K Buy
12,800
+260
+2% +$10.3K 0.03% 359
2017
Q3 		$488K Buy
12,540
+2,400
+24% +$89.7K 0.03% 348
2017
Q2 		$348K Sell
10,140
-560
-5% -$19.6K 0.02% 397
2017
Q1 		$382K Sell
10,700
-650
-6% -$23K 0.02% 385
2016
Q4 		$369K Sell
11,350
-2,450
-18% -$81.4K 0.02% 419
2016
Q3 		$518K Sell
13,800
-1,250
-8% -$48.2K 0.03% 351
2016
Q2 		$599K Buy
15,050
+4,600
+44% +$167K 0.03% 346
2016
Q1 		$354K Sell
10,450
-200
-2% -$5.75K 0.02% 397
2015
Q4 		$288K Sell
10,650
-1,300
-11% -$38.1K 0.02% 451
2015
Q3 		$371K Buy
11,950
+100
+0.8% +$2.98K 0.02% 403
2015
Q2 		$367K Buy
+11,850
New +$415K 0.02% 424
2014
Q3 		– Sell
-29,268
Closed -$959K – 566
2014
Q2 		$959K Buy
+29,268
New +$794K 0.03% 340
2013
Q3 		– Sell
-38,844
Closed -$955K – 621
2013
Q2 		$955K Buy
+38,844
New +$1.25M 0.03% 355

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Oakbrook Investments's IRM Position: Q1 2020 in Review

Oakbrook Investments sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 8,100 shares — an estimated $258K sold.

Oakbrook Investments first reported a position in IRM in Q2 2013 and held it in 21 quarters. The position peaked at $959K in Q2 2014. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

  • Oakbrook Investments reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 8,100 Iron Mountain shares in Q1 2020, an estimated $258K.
  • Oakbrook Investments first reported a position in Iron Mountain in Q2 2013 and held it in 21 quarters.
  • Oakbrook Investments's Iron Mountain position peaked at $959K in Q2 2014.
  • 538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.