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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sapience Investments's IRM Position: Q4 2020 in Review

Sapience Investments sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 63,820 shares — an estimated $1.71M sold.

Sapience Investments first reported a position in IRM in Q4 2016 and held it in 16 quarters. The position peaked at $3.83M in Q3 2018. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • Sapience Investments reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • Sapience Investments sold 63,820 Iron Mountain shares in Q4 2020, an estimated $1.71M.
  • Sapience Investments first reported a position in Iron Mountain in Q4 2016 and held it in 16 quarters.
  • Sapience Investments's Iron Mountain position peaked at $3.83M in Q3 2018.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on Sapience Investments's 13F filing for Q4 2020, filed 16 Feb 2021.