SGI
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Summit Global Investments’s Iron Mountain IRM Stock Holding History

Summit Global 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
2018
Q4 		– Sell
-171,230
Closed -$5.91M – 283
2018
Q3 		$5.91M Buy
171,230
+11,875
+7% +$423K 0.79% 42
2018
Q2 		$5.58M Buy
+159,355
New +$5.38M 0.84% 41

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's IRM Position: Q4 2018 in Review

Summit Global Investments sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 171,230 shares — an estimated $5.91M sold.

Summit Global Investments first reported a position in IRM in Q2 2018 and held it in 2 quarters. The position peaked at $5.91M in Q3 2018. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Summit Global Investments reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Summit Global Investments sold 171,230 Iron Mountain shares in Q4 2018, an estimated $5.91M.
  • Summit Global Investments first reported a position in Iron Mountain in Q2 2018 and held it in 2 quarters.
  • Summit Global Investments's Iron Mountain position peaked at $5.91M in Q3 2018.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Summit Global Investments's 13F filing for Q4 2018, filed 8 Feb 2019.