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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Oxbow Advisors's IRM Position: Q3 2019 in Review

Oxbow Advisors sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 66,305 shares — an estimated $2.08M sold.

Oxbow Advisors first reported a position in IRM in Q2 2013 and held it in 15 quarters. The position peaked at $10.3M in Q3 2017. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Oxbow Advisors reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
  • Oxbow Advisors sold 66,305 Iron Mountain shares in Q3 2019, an estimated $2.08M.
  • Oxbow Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 15 quarters.
  • Oxbow Advisors's Iron Mountain position peaked at $10.3M in Q3 2017.
  • 519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Oxbow Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.