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Schooner Capital’s Iron Mountain IRM Stock Holding History

Schooner Capital’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
Q3 		$23.2M Sell
866,832
-85,700
-9% -$2.44M 100% 1
2020
Q2 		$24.9M Sell
952,532
-360,901
-27% -$9.11M 100% 1
2020
Q1 		$31.3M Sell
1,313,433
-1,019,679
-44% -$30.9M 100% 1
2019
Q4 		$74.4M Sell
2,333,112
-631,215
-21% -$20.7M 100% 1
2019
Q3 		$96M Hold
2,964,327
– – 100% 1
2019
Q2 		$92.8M Hold
2,964,327
– – 100% 1
2019
Q1 		$105M Sell
2,964,327
-344,505
-10% -$12.2M 100% 1
2018
Q4 		$107M Hold
3,308,832
– – 100% 1
2018
Q3 		$114M Hold
3,308,832
– – 100% 1
2018
Q2 		$116M Hold
3,308,832
– – 100% 1
2018
Q1 		$109M Sell
3,308,832
-344,505
-9% -$11.6M 100% 1
2017
Q4 		$138M Sell
3,653,337
-956,098
-21% -$37.9M 100% 1
2017
Q3 		$179M Sell
4,609,435
-575,191
-11% -$21.5M 100% 1
2017
Q2 		$178M Sell
5,184,626
-71,700
-1% -$2.51M 100% 1
2017
Q1 		$187M Sell
5,256,326
-438,387
-8% -$15.5M 100% 1
2016
Q4 		$185M Hold
5,694,713
– – 100% 1
2016
Q3 		$214M Sell
5,694,713
-300,000
-5% -$11.6M 100% 1
2016
Q2 		$239M Sell
5,994,713
-1,901,319
-24% -$69.2M 100% 1
2016
Q1 		$268M Sell
7,896,032
-450,431
-5% -$12.9M 100% 1
2015
Q4 		$225M Hold
8,346,463
– – 95.36% 1
2015
Q3 		$259M Hold
8,346,463
– – 96.46% 1
2015
Q2 		$259M Sell
8,346,463
-50,000
-0.6% -$1.75M 95.85% 1
2015
Q1 		$306M Sell
8,396,463
-451,706
-5% -$17.4M 96.48% 1
2014
Q4 		$342M Buy
8,848,169
+596,892
+7% +$21.7M 96.79% 1
2014
Q3 		$269M Sell
8,251,277
-676,605
-8% -$21.9M 96.8% 1
2014
Q2 		$293M Hold
8,927,882
– – 95.45% 1
2014
Q1 		$227M Sell
8,927,882
-419,445
-4% -$10.7M 94.81% 1
2013
Q4 		$262M Hold
9,347,327
– – 100% 1
2013
Q3 		$233M Hold
9,347,327
– – 100% 1
2013
Q2 		$230M Buy
+9,347,327
New +$302M 100% 1

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Schooner Capital's IRM Position: Q3 2020 in Review

Schooner Capital reduced its Iron Mountain (IRM) stake by 9% in Q3 2020, selling an estimated $2.44M and leaving 866,832 shares worth $23.2M. The position accounts for 100% of the portfolio, ranked #1.

Schooner Capital first reported a position in IRM in Q2 2013 and has held it in 30 quarters since. The position peaked at $342M in Q4 2014. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • Schooner Capital held 866,832 shares of Iron Mountain worth $23.2M as of Q3 2020.
  • Schooner Capital sold 85,700 Iron Mountain shares in Q3 2020, an estimated $2.44M.
  • Iron Mountain made up 100% of Schooner Capital's portfolio in Q3 2020, its #1 holding.
  • Schooner Capital first reported a position in Iron Mountain in Q2 2013 and has held it in 30 quarters since.
  • Schooner Capital's Iron Mountain position peaked at $342M in Q4 2014.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Schooner Capital's 13F filing for Q3 2020, filed 10 Nov 2020.