Winton Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,556
| Closed | -$372K | – | 1204 |
|
|
2021
Q3 | $372K | Sell |
8,556
-3,352
| -28% | -$146K | 0.02% | 1007 |
|
|
2021
Q2 | $504K | Sell |
11,908
-9,125
| -43% | -$386K | 0.03% | 917 |
|
|
2021
Q1 | $778K | Sell |
21,033
-9,637
| -31% | -$356K | 0.04% | 612 |
|
|
2020
Q4 | $904K | Sell |
30,670
-53,915
| -64% | -$1.59M | 0.07% | 464 |
|
|
2020
Q3 | $2.27M | Buy |
84,585
+68,538
| +427% | +$1.84M | 0.07% | 469 |
|
|
2020
Q2 | $419K | Buy |
+16,047
| New | +$419K | 0.01% | 1220 |
|
|
2018
Q3 | – | Sell |
-7,672
| Closed | -$269K | – | 1062 |
|
|
2018
Q2 | $269K | Sell |
7,672
-1,708
| -18% | -$59.9K | 0.01% | 876 |
|
|
2018
Q1 | $308K | Sell |
9,380
-1,541
| -14% | -$50.6K | 0.01% | 968 |
|
|
2017
Q4 | $412K | Sell |
10,921
-10,824
| -50% | -$408K | 0.01% | 538 |
|
|
2017
Q3 | $846K | Buy |
21,745
+15,783
| +265% | +$614K | 0.03% | 439 |
|
|
2017
Q2 | $205K | Buy |
+5,962
| New | +$205K | 0.01% | 591 |
|
|
2016
Q4 | – | Sell |
-111,640
| Closed | -$4.19M | – | 467 |
|
|
2016
Q3 | $4.19M | Buy |
+111,640
| New | +$4.19M | 0.07% | 247 |
|
|
2015
Q4 | – | Sell |
-202,390
| Closed | -$6.28M | – | 338 |
|
|
2015
Q3 | $6.28M | Sell |
202,390
-722,391
| -78% | -$22.4M | 0.05% | 327 |
|
|
2015
Q2 | $28.7M | Sell |
924,781
-460,386
| -33% | -$14.3M | 0.26% | 145 |
|
|
2015
Q1 | $50.5M | Buy |
1,385,167
+881,167
| +175% | +$32.1M | 0.4% | 87 |
|
|
2014
Q4 | $19.5M | Buy |
+504,000
| New | +$19.5M | 0.24% | 163 |
|