RIM
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Rampart Investment Management’s Iron Mountain IRM Stock Holding History

Rampart Investment Management’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
Q4 		– Sell
-151
Closed -$4K – 189
2020
Q3 		$4K Sell
151
-4,564
-97% -$130K ﹤0.01% 401
2020
Q2 		$123K Buy
4,715
+2,386
+102% +$60.3K 0.02% 439
2020
Q1 		$55K Sell
2,329
-8,137
-78% -$246K 0.03% 431
2019
Q4 		$334K Sell
10,466
-229
-2% -$7.51K 0.04% 378
2019
Q3 		$346K Sell
10,695
-1,273
-11% -$40K 0.04% 348
2019
Q2 		$375K Sell
11,968
-906
-7% -$29.7K 0.04% 353
2019
Q1 		$457K Buy
12,874
+9,888
+331% +$349K 0.05% 333
2018
Q4 		$97K Sell
2,986
-18,450
-86% -$605K 0.03% 415
2018
Q3 		$108K Sell
21,436
-32,066
-60% -$1.14M 0.05% 387
2018
Q2 		$1.87M Buy
53,502
+41,002
+328% +$1.38M 0.18% 154
2018
Q1 		$411K Buy
12,500
+9,236
+283% +$311K 0.04% 361
2017
Q4 		$123K Sell
3,264
-147
-4% -$5.83K 0.05% 392
2017
Q3 		$133K Buy
3,411
+534
+19% +$20K 0.05% 417
2017
Q2 		$99K Buy
2,877
+2,202
+326% +$77K 0.04% 451
2017
Q1 		$24K Buy
+675
New +$23.9K 0.01% 431

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rampart Investment Management's IRM Position: Q4 2020 in Review

Rampart Investment Management sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 151 shares — an estimated $4K sold.

Rampart Investment Management first reported a position in IRM in Q1 2017 and held it in 15 quarters. The position peaked at $1.87M in Q2 2018. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Rampart Investment Management reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 151 Iron Mountain shares in Q4 2020, an estimated $4K.
  • Rampart Investment Management first reported a position in Iron Mountain in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Iron Mountain position peaked at $1.87M in Q2 2018.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.