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PA Capital’s Iron Mountain IRM Stock Holding History

PA Capital’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 		$560K Sell
20,912
-18,915
-47% -$538K 0.39% 97
2020
Q2 		$1.04M Buy
+39,827
New +$1.01M 0.75% 38

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

PA Capital's IRM Position: Q3 2020 in Review

PA Capital reduced its Iron Mountain (IRM) stake by 47% in Q3 2020, selling an estimated $538K and leaving 20,912 shares worth $560K. The position accounts for 0.39% of the portfolio, ranked #97.

PA Capital first reported a position in IRM in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.04M in Q2 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • PA Capital held 20,912 shares of Iron Mountain worth $560K as of Q3 2020.
  • PA Capital sold 18,915 Iron Mountain shares in Q3 2020, an estimated $538K.
  • Iron Mountain made up 0.39% of PA Capital's portfolio in Q3 2020, its #97 holding.
  • PA Capital first reported a position in Iron Mountain in Q2 2020 and has held it in 2 quarters since.
  • PA Capital's Iron Mountain position peaked at $1.04M in Q2 2020.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.