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Orinda Asset Management’s Iron Mountain IRM Stock Holding History

Orinda Asset 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
Q3 		$1.21M Buy
45,000
+15,000
+50% +$427K 2.47% 15
2020
Q2 		$783K Buy
+30,000
New +$758K 1.49% 25
2019
Q3 		– Sell
-138,042
Closed -$4.32M – 31
2019
Q2 		$4.32M Buy
+138,042
New +$4.52M 5.82% 6
2018
Q4 		– Sell
-12,000
Closed -$414K – 29
2018
Q3 		$414K Buy
+12,000
New +$427K 0.84% 23

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orinda Asset Management's IRM Position: Q3 2020 in Review

Orinda Asset Management increased its Iron Mountain (IRM) stake by 50% in Q3 2020, buying an estimated $427K and bringing the position to 45,000 shares worth $1.21M. The position accounts for 2.47% of the portfolio, ranked #15.

Orinda Asset Management first reported a position in IRM in Q3 2018 and has held it in 4 quarters since. The position peaked at $4.32M in Q2 2019. 591 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • Orinda Asset Management held 45,000 shares of Iron Mountain worth $1.21M as of Q3 2020.
  • Orinda Asset Management bought 15,000 Iron Mountain shares in Q3 2020, an estimated $427K.
  • Iron Mountain made up 2.47% of Orinda Asset Management's portfolio in Q3 2020, its #15 holding.
  • Orinda Asset Management first reported a position in Iron Mountain in Q3 2018 and has held it in 4 quarters since.
  • Orinda Asset Management's Iron Mountain position peaked at $4.32M in Q2 2019.
  • 591 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Orinda Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.