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Putnam Investments’s Iron Mountain IRM Stock Holding History

Putnam 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
2018
Q4 		– Sell
-20,203
Closed -$697K – 1014
2018
Q3 		$697K Buy
20,203
+44
+0.2% +$1.57K ﹤0.01% 908
2018
Q2 		$706K Sell
20,159
-1,080
-5% -$36.5K ﹤0.01% 900
2018
Q1 		$698K Sell
21,239
-11,841
-36% -$399K ﹤0.01% 918
2017
Q4 		$1.25M Sell
33,080
-103
-0.3% -$4.09K ﹤0.01% 861
2017
Q3 		$1.29M Buy
+33,183
New +$1.24M ﹤0.01% 868
2016
Q4 		– Sell
-5,423
Closed -$204K – 1272
2016
Q3 		$204K Sell
5,423
-25,400
-82% -$980K ﹤0.01% 1244
2016
Q2 		$1.23M Buy
30,823
+1,571
+5% +$57.2K ﹤0.01% 1069
2016
Q1 		$992K Sell
29,252
-1,850
-6% -$53.1K ﹤0.01% 1114
2015
Q4 		$840K Sell
31,102
-2,305
-7% -$67.6K ﹤0.01% 1196
2015
Q3 		$1.04M Sell
33,407
-12,922
-28% -$386K ﹤0.01% 1159
2015
Q2 		$1.44M Sell
46,329
-999
-2% -$35K ﹤0.01% 1139
2015
Q1 		$1.73M Buy
+47,328
New +$1.83M ﹤0.01% 1086
2014
Q4 		– Sell
-6,851
Closed -$224K – 1496
2014
Q3 		$224K Sell
6,851
-549
-7% -$17.8K ﹤0.01% 1479
2014
Q2 		$242K Buy
+7,400
New +$201K ﹤0.01% 1426
2014
Q1 		– Sell
-7,502
Closed -$210K – 1507
2013
Q4 		$210K Buy
+7,502
New +$192K ﹤0.01% 1447

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Putnam Investments's IRM Position: Q4 2018 in Review

Putnam Investments sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 20,203 shares — an estimated $697K sold.

Putnam Investments first reported a position in IRM in Q4 2013 and held it in 15 quarters. The position peaked at $1.73M in Q1 2015. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Putnam Investments reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Putnam Investments sold 20,203 Iron Mountain shares in Q4 2018, an estimated $697K.
  • Putnam Investments first reported a position in Iron Mountain in Q4 2013 and held it in 15 quarters.
  • Putnam Investments's Iron Mountain position peaked at $1.73M in Q1 2015.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Putnam Investments's 13F filing for Q4 2018, filed 14 Feb 2019.