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TDAM USA’s Iron Mountain IRM Stock Holding History

TDAM USA’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 		$10.7M Sell
204,882
-25,596
-11% -$1.21M 0.67% 42
2021
Q3 		$10M Sell
230,478
-6,533
-3% -$294K 0.66% 44
2021
Q2 		$10.4M Sell
237,011
-14,628
-6% -$613K 0.64% 43
2021
Q1 		$9.31M Buy
251,639
+703
+0.3% +$23.5K 0.57% 52
2020
Q4 		$7.4M Buy
250,936
+10,751
+4% +$298K 0.46% 66
2020
Q3 		$6.43M Buy
240,185
+92,678
+63% +$2.64M 0.44% 69
2020
Q2 		$3.79M Buy
+147,507
New +$3.72M 0.27% 105
2020
Q1 		– Sell
-6,988
Closed -$223K – 239
2019
Q4 		$223K Hold
6,988
– – 0.01% 236
2019
Q3 		$226K Sell
6,988
-20,810
-75% -$654K 0.02% 229
2019
Q2 		$870K Sell
27,798
-1,990
-7% -$65.2K 0.06% 175
2019
Q1 		$1.06M Buy
29,788
+1,631
+6% +$57.6K 0.08% 162
2018
Q4 		$913K Sell
28,157
-6,166
-18% -$202K 0.07% 186
2018
Q3 		$1.22M Sell
34,323
-610
-2% -$21.7K 0.07% 191
2018
Q2 		$1.22M Sell
34,933
-5,240
-13% -$177K 0.08% 183
2018
Q1 		$1.32M Sell
40,173
-5,924
-13% -$200K 0.08% 169
2017
Q4 		$1.74M Sell
46,097
-40,025
-46% -$1.59M 0.1% 146
2017
Q3 		$3.35M Sell
86,122
-115,799
-57% -$4.33M 0.2% 103
2017
Q2 		$6.91M Buy
201,921
+25,177
+14% +$881K 0.36% 94
2017
Q1 		$6.3M Buy
176,744
+5,646
+3% +$200K 0.32% 95
2016
Q4 		$5.56M Sell
171,098
-14,502
-8% -$482K 0.29% 96
2016
Q3 		$6.96M Sell
185,600
-11,733
-6% -$453K 0.35% 93
2016
Q2 		$7.86M Buy
197,333
+15,741
+9% +$573K 0.39% 86
2016
Q1 		$6.16M Buy
181,592
+8,215
+5% +$236K 0.3% 100
2015
Q4 		$4.68M Sell
173,377
-1,267
-0.7% -$37.2K 0.23% 111
2015
Q3 		$5.42M Buy
174,644
+10,885
+7% +$325K 0.28% 104
2015
Q2 		$5.08M Buy
+163,759
New +$5.73M 0.23% 116

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TDAM USA's IRM Position: Q4 2021 in Review

TDAM USA reduced its Iron Mountain (IRM) stake by 11% in Q4 2021, selling an estimated $1.21M and leaving 204,882 shares worth $10.7M. The position accounts for 0.67% of the portfolio, ranked #42.

TDAM USA first reported a position in IRM in Q2 2015 and has held it in 26 quarters since. 754 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • TDAM USA held 204,882 shares of Iron Mountain worth $10.7M as of Q4 2021.
  • TDAM USA sold 25,596 Iron Mountain shares in Q4 2021, an estimated $1.21M.
  • Iron Mountain made up 0.67% of TDAM USA's portfolio in Q4 2021, its #42 holding.
  • TDAM USA first reported a position in Iron Mountain in Q2 2015 and has held it in 26 quarters since.
  • 754 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.