QI
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QS Investors’s Iron Mountain IRM Stock Holding History

QS Investors’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
2021
Q2 		$9.06M Buy
214,023
+47,840
+29% +$2.01M 0.11% 142
2021
Q1 		$6.15M Buy
166,183
+144,058
+651% +$4.82M 0.07% 207
2020
Q4 		$652K Buy
22,125
+1,176
+6% +$32.6K 0.01% 659
2020
Q3 		$562K Sell
20,949
-207,052
-91% -$5.89M 0.01% 638
2020
Q2 		$5.95M Sell
228,001
-21,978
-9% -$555K 0.08% 191
2020
Q1 		$5.95M Buy
249,979
+590
+0.2% +$17.9K 0.09% 173
2019
Q4 		$7.58M Buy
249,389
+225,843
+959% +$7.4M 0.08% 193
2019
Q3 		$763K Hold
23,546
– – 0.01% 843
2019
Q2 		$737K Buy
23,546
+2,500
+12% +$81.9K 0.01% 880
2019
Q1 		$747K Sell
21,046
-18
-0.1% -$636 0.01% 890
2018
Q4 		$683K Hold
21,064
– – 0.01% 852
2018
Q3 		$727K Hold
21,064
– – 0.01% 880
2018
Q2 		$737K Hold
21,064
– – 0.01% 857
2018
Q1 		$692K Buy
21,064
+5,300
+34% +$179K 0.01% 861
2017
Q4 		$595K Buy
15,764
+437
+3% +$17.3K 0.01% 900
2017
Q3 		$596K Hold
15,327
– – ﹤0.01% 908
2017
Q2 		$527K Hold
15,327
– – ﹤0.01% 919
2017
Q1 		$547K Buy
15,327
+12,500
+442% +$443K ﹤0.01% 943
2016
Q4 		$92K Hold
2,827
– – ﹤0.01% 1293
2016
Q3 		$106K Buy
2,827
+231
+9% +$8.91K ﹤0.01% 1256
2016
Q2 		$103K Hold
2,596
– – ﹤0.01% 1259
2016
Q1 		$88K Hold
2,596
– – ﹤0.01% 1233
2015
Q4 		$70K Buy
+2,596
New +$76.1K ﹤0.01% 1284
2015
Q2 		– Sell
-2,578
Closed -$94K – 1436
2015
Q1 		$94K Hold
2,578
– – ﹤0.01% 1178
2014
Q4 		$100K Buy
2,578
+173
+7% +$6.29K ﹤0.01% 1145
2014
Q3 		$79K Sell
2,405
-197
-8% -$6.39K ﹤0.01% 685
2014
Q2 		$85K Buy
+2,602
New +$70.6K ﹤0.01% 699

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QS Investors's IRM Position: Q2 2021 in Review

QS Investors increased its Iron Mountain (IRM) stake by 29% in Q2 2021, buying an estimated $2.01M and bringing the position to 214,023 shares worth $9.06M. The position accounts for 0.11% of the portfolio, ranked #142.

QS Investors first reported a position in IRM in Q2 2014 and has held it in 27 quarters since. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • QS Investors held 214,023 shares of Iron Mountain worth $9.06M as of Q2 2021.
  • QS Investors bought 47,840 Iron Mountain shares in Q2 2021, an estimated $2.01M.
  • Iron Mountain made up 0.11% of QS Investors's portfolio in Q2 2021, its #142 holding.
  • QS Investors first reported a position in Iron Mountain in Q2 2014 and has held it in 27 quarters since.
  • 686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.