SG3 Management’s Iron Mountain IRM Stock Holding History

SG3 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
2021 Q4	–	Sell	-18,000	Closed	-$782K	–	1159
2021 Q3	$782K	Hold	18,000	–	–	0.02%	507
2021 Q2	$762K	Buy	+18,000	New	+$755K	0.03%	552
2021 Q1	–	Sell	-64,900	Closed	-$1.91M	–	1334
2020 Q4	$1.91M	Hold	64,900	–	–	0.04%	397
2020 Q3	$1.74M	Sell	64,900 -155,100	-71%	-$4.41M	0.06%	300
2020 Q2	$5.74M	Buy	+220,000	New	+$5.56M	0.4%	52
2020 Q1	–	Sell	-50,000	Closed	-$1.59M	–	410
2019 Q4	$1.59M	Hold	50,000	–	–	0.1%	78
2019 Q3	$1.62M	Sell	50,000 -50,000	-50%	-$1.57M	0.15%	95
2019 Q2	$3.13M	Hold	100,000	–	–	0.35%	58
2019 Q1	$3.55M	Buy	+100,000	New	+$3.53M	0.35%	66

Other funds holding IRM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SG3 Management's IRM Position: Q2 2020 in Review

SG3 Management sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 11,100 shares — an estimated $280K sold.

SG3 Management first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $264K in Q1 2020. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

SG3 Management reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
SG3 Management sold 11,100 Iron Mountain shares in Q2 2020, an estimated $280K.
SG3 Management first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
SG3 Management's Iron Mountain position peaked at $264K in Q1 2020.
563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on SG3 Management's 13F filing for Q2 2020, filed 14 Aug 2020.