PGA
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Portland Global Advisors’s Iron Mountain IRM Stock Holding History

Portland Global 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
Q2 		– Sell
-7,797
Closed -$276K – 115
2019
Q1 		$276K Sell
7,797
-611
-7% -$21.6K 0.1% 89
2018
Q4 		$273K Sell
8,408
-3,599
-30% -$118K 0.11% 84
2018
Q3 		$414K Sell
12,007
-4,650
-28% -$166K 0.15% 72
2018
Q2 		$583K Sell
16,657
-1,843
-10% -$62.3K 0.22% 59
2018
Q1 		$608K Sell
18,500
-1,777
-9% -$59.9K 0.23% 61
2017
Q4 		$765K Sell
20,277
-1,941
-9% -$77K 0.28% 53
2017
Q3 		$864K Sell
22,218
-680
-3% -$25.4K 0.33% 50
2017
Q2 		$787K Sell
22,898
-418
-2% -$14.6K 0.32% 53
2017
Q1 		$832K Sell
23,316
-1,572
-6% -$55.7K 0.35% 49
2016
Q4 		$808K Hold
24,888
– – 0.35% 49
2016
Q3 		$934K Hold
24,888
– – 0.41% 49
2016
Q2 		$991K Hold
24,888
– – 0.45% 50
2016
Q1 		$844K Sell
24,888
-145
-0.6% -$4.17K 0.4% 53
2015
Q4 		$676K Sell
25,033
-1,031
-4% -$30.2K 0.36% 59
2015
Q3 		$809K Sell
26,064
-583
-2% -$17.4K 0.48% 51
2015
Q2 		$826K Hold
26,647
– – 0.43% 54
2015
Q1 		$972K Hold
26,647
– – 0.5% 48
2014
Q4 		$1.03M Buy
26,647
+213
+0.8% +$7.75K 0.53% 48
2014
Q3 		$863K Sell
26,434
-3,902
-13% -$127K 0.45% 58
2014
Q2 		$994K Sell
30,336
-353
-1% -$9.58K 0.5% 53
2014
Q1 		$782K Sell
30,689
-1,413
-4% -$36.1K 0.46% 55
2013
Q4 		$900K Sell
32,102
-1,283
-4% -$32.9K 0.56% 45
2013
Q3 		$834K Hold
33,385
– – 0.56% 45
2013
Q2 		$821K Buy
+33,385
New +$1.08M 0.59% 48

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Portland Global Advisors's IRM Position: Q2 2019 in Review

Portland Global Advisors sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 7,797 shares — an estimated $276K sold.

Portland Global Advisors first reported a position in IRM in Q2 2013 and held it in 24 quarters. The position peaked at $1.03M in Q4 2014. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Portland Global Advisors reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Portland Global Advisors sold 7,797 Iron Mountain shares in Q2 2019, an estimated $276K.
  • Portland Global Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 24 quarters.
  • Portland Global Advisors's Iron Mountain position peaked at $1.03M in Q4 2014.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Portland Global Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.