Parnassus Investments
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Parnassus Investments’s Iron Mountain IRM Stock Holding History

Parnassus Investments’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
Q2 		– Sell
-5,981,108
Closed -$142M – 115
2020
Q1 		$142M Buy
5,981,108
+43,253
+0.7% +$1.31M 0.59% 43
2019
Q4 		$189M Sell
5,937,855
-1,270,959
-18% -$41.7M 0.64% 47
2019
Q3 		$233M Buy
7,208,814
+78,925
+1% +$2.48M 0.85% 40
2019
Q2 		$223M Sell
7,129,889
-2,403,963
-25% -$78.8M 0.84% 41
2019
Q1 		$338M Sell
9,533,852
-5,130
-0.1% -$181K 1.33% 32
2018
Q4 		$309M Sell
9,538,982
-3,806,456
-29% -$125M 1.35% 31
2018
Q3 		$461M Buy
13,345,438
+16,776
+0.1% +$598K 1.76% 26
2018
Q2 		$467M Buy
13,328,662
+9,944
+0.1% +$336K 1.86% 22
2018
Q1 		$438M Buy
13,318,718
+751,091
+6% +$25.3M 1.77% 27
2017
Q4 		$474M Buy
12,567,627
+70,000
+0.6% +$2.78M 1.86% 22
2017
Q3 		$486M Buy
12,497,627
+122,980
+1% +$4.59M 1.99% 17
2017
Q2 		$425M Buy
12,374,647
+431,810
+4% +$15.1M 1.79% 22
2017
Q1 		$414M Buy
11,942,837
+441,458
+4% +$15.6M 1.93% 23
2016
Q4 		$374M Buy
11,501,379
+871,411
+8% +$29M 1.84% 26
2016
Q3 		$399M Sell
10,629,968
-1,042,939
-9% -$40.2M 2.18% 23
2016
Q2 		$465M Sell
11,672,907
-351,174
-3% -$12.8M 2.83% 8
2016
Q1 		$408M Buy
12,024,081
+135,686
+1% +$3.9M 2.62% 15
2015
Q4 		$321M Buy
11,888,395
+12,047
+0.1% +$353K 2.15% 23
2015
Q3 		$354M Buy
11,876,348
+577,224
+5% +$17.2M 2.6% 9
2015
Q2 		$350M Buy
11,299,124
+495,758
+5% +$17.4M 2.5% 15
2015
Q1 		$394M Buy
10,803,366
+246,588
+2% +$9.52M 2.82% 8
2014
Q4 		$408M Buy
10,556,778
+1,279,528
+14% +$46.5M 3.08% 7
2014
Q3 		$303M Buy
9,277,250
+983,206
+12% +$31.9M 2.59% 11
2014
Q2 		$272M Buy
8,294,044
+532,755
+7% +$14.5M 2.38% 14
2014
Q1 		$198M Sell
7,761,289
-1,308,155
-14% -$33.5M 1.91% 23
2013
Q4 		$254M Buy
9,069,444
+216,539
+2% +$5.55M 2.6% 11
2013
Q3 		$221M Buy
8,852,905
+1,138,521
+15% +$28.9M 2.53% 10
2013
Q2 		$190M Buy
+7,714,384
New +$249M 2.48% 13

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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parnassus Investments's IRM Position: Q2 2020 in Review

Parnassus Investments sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 5,981,108 shares — an estimated $142M sold.

Parnassus Investments first reported a position in IRM in Q2 2013 and held it in 28 quarters. The position peaked at $486M in Q3 2017. 564 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Parnassus Investments reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Parnassus Investments sold 5,981,108 Iron Mountain shares in Q2 2020, an estimated $142M.
  • Parnassus Investments first reported a position in Iron Mountain in Q2 2013 and held it in 28 quarters.
  • Parnassus Investments's Iron Mountain position peaked at $486M in Q3 2017.
  • 564 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Parnassus Investments's 13F filing for Q2 2020, filed 12 Aug 2020.