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Sun Life Financial’s Iron Mountain IRM Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-12,479
Closed -$462K – 286
2021
Q1 		$462K Buy
12,479
+241
+2% +$8.06K 0.04% 68
2020
Q4 		$361K Sell
12,238
-20,872
-63% -$579K 0.05% 72
2020
Q3 		$887K Sell
33,110
-1,732
-5% -$49.3K 0.14% 40
2020
Q2 		$909K Buy
34,842
+236
+0.7% +$5.96K 0.18% 36
2020
Q1 		$824K Sell
34,606
-41
-0.1% -$1.24K 0.21% 27
2019
Q4 		$1.1M Sell
34,647
-19,230
-36% -$631K 0.3% 24
2019
Q3 		$1.75M Buy
53,877
+28,771
+115% +$904K 0.45% 18
2019
Q2 		$786K Sell
25,106
-28,053
-53% -$919K 0.2% 42
2019
Q1 		$1.89M Sell
53,159
-3,454
-6% -$122K 0.42% 25
2018
Q4 		$1.83M Sell
56,613
-7,456
-12% -$245K 0.39% 27
2018
Q3 		$2.21M Sell
64,069
-799
-1% -$28.5K 0.4% 31
2018
Q2 		$2.27M Buy
64,868
+62,751
+2,964% +$2.12M 0.32% 29
2018
Q1 		$64.4K Sell
2,117
-58,919
-97% -$1.99M 0.58% 30
2017
Q4 		$2.3M Buy
61,036
+41,727
+216% +$1.66M 0.24% 32
2017
Q3 		$751K Buy
19,309
+8,302
+75% +$310K 0.07% 97
2017
Q2 		$378K Buy
11,007
+10,681
+3,276% +$374K 0.04% 149
2017
Q1 		$9.13K Buy
326
+118
+57% +$4.18K 0.02% 59
2016
Q4 		$6.4K Buy
+208
New +$6.92K 0.07% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's IRM Position: Q2 2021 in Review

Sun Life Financial sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 12,479 shares — an estimated $462K sold.

Sun Life Financial first reported a position in IRM in Q4 2016 and held it in 18 quarters. The position peaked at $2.3M in Q4 2017. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • Sun Life Financial reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 12,479 Iron Mountain shares in Q2 2021, an estimated $462K.
  • Sun Life Financial first reported a position in Iron Mountain in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Iron Mountain position peaked at $2.3M in Q4 2017.
  • 686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.