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Private Capital Group’s Iron Mountain IRM Stock Holding History

Private Capital Group’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
2022
Q2 		$109K Buy
2,211
+209
+10% +$11K 0.08% 246
2022
Q1 		$111K Buy
2,002
+1,745
+679% +$83.1K 0.03% 375
2021
Q4 		$14K Sell
257
-54
-17% -$2.55K ﹤0.01% 1180
2021
Q3 		$14K Hold
311
– – ﹤0.01% 1218
2021
Q2 		$13K Buy
311
+17
+6% +$713 ﹤0.01% 1255
2021
Q1 		$11K Sell
294
-1,899
-87% -$63.5K ﹤0.01% 1261
2020
Q4 		$66K Buy
2,193
+122
+6% +$3.38K 0.01% 656
2020
Q3 		$57K Buy
2,071
+357
+21% +$10.2K 0.01% 652
2020
Q2 		$46K Buy
1,714
+130
+8% +$3.28K 0.01% 755
2020
Q1 		$38K Buy
1,584
+871
+122% +$26.4K 0.01% 758
2019
Q4 		$23K Sell
713
-100
-12% -$3.28K ﹤0.01% 1052
2019
Q3 		$27K Buy
813
+479
+143% +$15K ﹤0.01% 1046
2019
Q2 		$12K Sell
334
-909
-73% -$29.8K ﹤0.01% 1316
2019
Q1 		$44K Buy
1,243
+571
+85% +$20.2K 0.01% 839
2018
Q4 		$22K Buy
672
+324
+93% +$10.6K ﹤0.01% 1057
2018
Q3 		$12K Buy
348
+14
+4% +$499 ﹤0.01% 1378
2018
Q2 		$11K Buy
334
+153
+85% +$5.17K ﹤0.01% 1385
2018
Q1 		$6K Sell
181
-1,998
-92% -$67.3K ﹤0.01% 1548
2017
Q4 		$14 Buy
+2,179
New +$86.5K ﹤0.01% 1222

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Capital Group's IRM Position: Q2 2022 in Review

Private Capital Group increased its Iron Mountain (IRM) stake by 10% in Q2 2022, buying an estimated $11K and bringing the position to 2,211 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #246.

Private Capital Group first reported a position in IRM in Q4 2017 and has held it in 19 quarters since. The position peaked at $111K in Q1 2022. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Private Capital Group held 2,211 shares of Iron Mountain worth $109K as of Q2 2022.
  • Private Capital Group bought 209 Iron Mountain shares in Q2 2022, an estimated $11K.
  • Iron Mountain made up 0.08% of Private Capital Group's portfolio in Q2 2022, its #246 holding.
  • Private Capital Group first reported a position in Iron Mountain in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Iron Mountain position peaked at $111K in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.