Renaissance Group’s Iron Mountain IRM Stock Holding History

Renaissance 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
2018 Q4	–	Sell	-6,099	Closed	-$211K	–	265
2018 Q3	$211K	Buy	+6,099	New	+$217K	0.01%	259
2016 Q4	–	Sell	-9,985	Closed	-$375K	–	291
2016 Q3	$375K	Buy	9,985 +312	+3%	+$12K	0.02%	166
2016 Q2	$385K	Buy	+9,673	New	+$352K	0.02%	155

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Group's IRM Position: Q4 2018 in Review

Renaissance Group sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 6,099 shares — an estimated $211K sold.

Renaissance Group first reported a position in IRM in Q2 2016 and held it in 3 quarters. The position peaked at $385K in Q2 2016. 486 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

Renaissance Group reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
Renaissance Group sold 6,099 Iron Mountain shares in Q4 2018, an estimated $211K.
Renaissance Group first reported a position in Iron Mountain in Q2 2016 and held it in 3 quarters.
Renaissance Group's Iron Mountain position peaked at $385K in Q2 2016.
486 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Renaissance Group's 13F filing for Q4 2018, filed 4 Feb 2019.