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Simon Quick Advisors’s Iron Mountain IRM Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-63
Closed -$1K – 477
2020
Q1 		$1K Buy
63
+28
+80% +$847 ﹤0.01% 451
2019
Q4 		$1K Buy
+35
New +$1.15K ﹤0.01% 639
2019
Q3 		– Sell
-104
Closed -$3.25K – 443
2019
Q2 		$3.25K Buy
+104
New +$3.41K ﹤0.01% 312

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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simon Quick Advisors's IRM Position: Q2 2020 in Review

Simon Quick Advisors sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 63 shares — an estimated $1K sold.

Simon Quick Advisors first reported a position in IRM in Q2 2019 and held it in 3 quarters. The position peaked at $3.25K in Q2 2019. 564 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Simon Quick Advisors reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 63 Iron Mountain shares in Q2 2020, an estimated $1K.
  • Simon Quick Advisors first reported a position in Iron Mountain in Q2 2019 and held it in 3 quarters.
  • Simon Quick Advisors's Iron Mountain position peaked at $3.25K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.