Sapience Investments’s Iron Mountain IRM Stock Holding History

Sapience 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
2020 Q4	–	Sell	-63,820	Closed	-$1.71M	–	90
2020 Q3	$1.71M	Sell	63,820 -10,950	-15%	-$312K	0.3%	79
2020 Q2	$1.95M	Sell	74,770 -12,660	-14%	-$320K	0.36%	75
2020 Q1	$2.08M	Buy	87,430 +730	+0.8%	+$22.1K	0.46%	76
2019 Q4	$2.76M	Sell	86,700 -24,000	-22%	-$787K	0.39%	77
2019 Q3	$3.59M	Buy	110,700 +12,480	+13%	+$392K	0.5%	63
2019 Q2	$3.07M	Buy	98,220 +6,530	+7%	+$214K	0.42%	74
2019 Q1	$3.25M	Buy	91,690 +370	+0.4%	+$13.1K	0.43%	70
2018 Q4	$2.96M	Sell	91,320 -19,550	-18%	-$641K	0.48%	66
2018 Q3	$3.83M	Buy	110,870 +44,120	+66%	+$1.57M	0.47%	64
2018 Q2	$2.34M	Sell	66,750 -4,580	-6%	-$155K	0.31%	65
2018 Q1	$2.34M	Buy	71,330 +16,950	+31%	+$571K	0.32%	65
2017 Q4	$2.05M	Buy	54,380 +11,530	+27%	+$458K	0.28%	66
2017 Q3	$1.67M	Buy	42,850 +9,050	+27%	+$338K	0.23%	67
2017 Q2	$1.16M	Buy	33,800 +19,600	+138%	+$686K	0.18%	66
2017 Q1	$507K	Hold	14,200	–	–	0.08%	68
2016 Q4	$461K	Buy	+14,200	New	+$472K	0.14%	73

Other funds holding IRM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return