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Sumitomo Life Insurance’s Iron Mountain IRM Stock Holding History

Sumitomo Life Insurance’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
2022
Q3 		– Sell
-19,459
Closed -$947K – 271
2022
Q2 		$947K Buy
19,459
+277
+1% +$14.6K 0.03% 197
2022
Q1 		$1.06M Sell
19,182
-687
-3% -$32.7K 0.03% 198
2021
Q4 		$1.04M Sell
19,869
-533
-3% -$25.2K 0.02% 209
2021
Q3 		$886K Sell
20,402
-927
-4% -$41.7K 0.02% 227
2021
Q2 		$903K Sell
21,329
-3,633
-15% -$152K 0.03% 234
2021
Q1 		$924K Sell
24,962
-1,069
-4% -$35.7K 0.04% 233
2020
Q4 		$767K Sell
26,031
-2,835
-10% -$78.7K 0.03% 249
2020
Q3 		$773K Sell
28,866
-1,214
-4% -$34.5K 0.04% 228
2020
Q2 		$785K Sell
30,080
-2,061
-6% -$52K 0.04% 223
2020
Q1 		$765K Sell
32,141
-545
-2% -$16.5K 0.05% 213
2019
Q4 		$1.04M Buy
32,686
+1,796
+6% +$58.9K 0.12% 230
2019
Q3 		$1M Sell
30,890
-3,103
-9% -$97.5K 0.13% 221
2019
Q2 		$1.06M Buy
33,993
+1,074
+3% +$35.2K 0.13% 217
2019
Q1 		$1.17M Sell
32,919
-3,626
-10% -$128K 0.16% 197
2018
Q4 		$1.18M Buy
36,545
+897
+3% +$29.4K 0.16% 192
2018
Q3 		$1.23M Sell
35,648
-717
-2% -$25.5K 0.15% 210
2018
Q2 		$1.27M Buy
36,365
+1,559
+4% +$52.7K 0.16% 198
2018
Q1 		$1.14M Sell
34,806
-1,534
-4% -$51.7K 0.15% 213
2017
Q4 		$1.37M Sell
36,340
-1,766
-5% -$70.1K 0.17% 202
2017
Q3 		$1.48M Sell
38,106
-1,383
-4% -$51.7K 0.19% 181
2017
Q2 		$1.36M Buy
+39,489
New +$1.38M 0.18% 196

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sumitomo Life Insurance's IRM Position: Q3 2022 in Review

Sumitomo Life Insurance sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 19,459 shares — an estimated $947K sold.

Sumitomo Life Insurance first reported a position in IRM in Q2 2017 and held it in 21 quarters. The position peaked at $1.48M in Q3 2017. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Sumitomo Life Insurance reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Sumitomo Life Insurance sold 19,459 Iron Mountain shares in Q3 2022, an estimated $947K.
  • Sumitomo Life Insurance first reported a position in Iron Mountain in Q2 2017 and held it in 21 quarters.
  • Sumitomo Life Insurance's Iron Mountain position peaked at $1.48M in Q3 2017.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Sumitomo Life Insurance's 13F filing for Q3 2022, filed 31 Oct 2022.