Oxbow Advisors’s Iron Mountain IRM Stock Holding History

Oxbow Advisors’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	–	Sell	-66,305	Closed	-$2.08M	–	302
2019 Q2	$2.08M	Buy	66,305 +225	+0.3%	+$7.37K	0.25%	97
2019 Q1	$2.34M	Sell	66,080 -1,835	-3%	-$64.8K	0.29%	82
2018 Q4	$2.2M	Buy	67,915 +5,160	+8%	+$169K	0.29%	80
2018 Q3	$2.17M	Buy	62,755 +7,285	+13%	+$260K	0.26%	89
2018 Q2	$1.94M	Sell	55,470 -1,650	-3%	-$55.7K	0.25%	99
2018 Q1	$1.88M	Buy	+57,120	New	+$1.92M	0.38%	75
2017 Q4	–	Sell	-263,710	Closed	-$10.3M	–	244
2017 Q3	$10.3M	Buy	+263,710	New	+$9.85M	1.95%	9
2016 Q2	–	Sell	-71,165	Closed	-$2.41M	–	261
2016 Q1	$2.41M	Buy	+71,165	New	+$2.04M	0.34%	89
2015 Q1	–	Sell	-74,539	Closed	-$2.88M	–	212
2014 Q4	$2.88M	Buy	74,539 +4,894	+7%	+$178K	0.4%	64
2014 Q3	$2.27M	Sell	69,645 -4,337	-6%	-$141K	0.32%	76
2014 Q2	$2.42M	Hold	73,982	–	–	0.32%	76
2014 Q1	$1.89M	Hold	73,982	–	–	0.28%	84
2013 Q4	$2.08M	Sell	73,982 -470	-0.6%	-$12K	0.29%	86
2013 Q3	$1.86M	Buy	74,452 +30,933	+71%	+$786K	0.3%	83
2013 Q2	$1.07M	Buy	+43,519	New	+$1.4M	0.19%	92

Other funds holding IRM

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 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

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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