Oxford Asset Management’s Iron Mountain IRM Stock Holding History

Oxford 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 Q1	–	Sell	-14,932	Closed	-$476K	–	745
2019 Q4	$476K	Buy	+14,932	New	+$490K	0.01%	1252
2019 Q1	–	Sell	-11,631	Closed	-$377K	–	1817
2018 Q4	$377K	Sell	11,631 -4,942	-30%	-$162K	0.01%	1308
2018 Q3	$568K	Buy	+16,573	New	+$590K	0.01%	1261
2018 Q1	–	Sell	-6,114	Closed	-$232K	–	1748
2017 Q4	$232K	Sell	6,114 -5,526	-47%	-$219K	0.01%	1411
2017 Q3	$455K	Buy	+11,640	New	+$435K	0.01%	1228
2017 Q2	–	Sell	-50,064	Closed	-$1.79M	–	1583
2017 Q1	$1.79M	Buy	+50,064	New	+$1.77M	0.04%	544

Other funds holding IRM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EIP

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

Oxford Asset Management's IRM Position: Q1 2020 in Review

Oxford Asset Management sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 14,932 shares — an estimated $476K sold.

Oxford Asset Management first reported a position in IRM in Q1 2017 and held it in 6 quarters. The position peaked at $1.79M in Q1 2017. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

Oxford Asset Management reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 14,932 Iron Mountain shares in Q1 2020, an estimated $476K.
Oxford Asset Management first reported a position in Iron Mountain in Q1 2017 and held it in 6 quarters.
Oxford Asset Management's Iron Mountain position peaked at $1.79M in Q1 2017.
537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.