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Winton Group’s Iron Mountain IRM Stock Holding History

Winton Group’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 		– Sell
-8,556
Closed -$372K – 1204
2021
Q3 		$372K Sell
8,556
-3,352
-28% -$151K 0.02% 1007
2021
Q2 		$504K Sell
11,908
-9,125
-43% -$383K 0.03% 917
2021
Q1 		$778K Sell
21,033
-9,637
-31% -$322K 0.04% 612
2020
Q4 		$904K Sell
30,670
-53,915
-64% -$1.5M 0.07% 464
2020
Q3 		$2.27M Buy
84,585
+68,538
+427% +$1.95M 0.07% 469
2020
Q2 		$419K Buy
+16,047
New +$405K 0.01% 1220
2018
Q3 		– Sell
-7,672
Closed -$269K – 1062
2018
Q2 		$269K Sell
7,672
-1,708
-18% -$57.7K 0.01% 876
2018
Q1 		$308K Sell
9,380
-1,541
-14% -$51.9K 0.01% 968
2017
Q4 		$412K Sell
10,921
-10,824
-50% -$429K 0.01% 538
2017
Q3 		$846K Buy
21,745
+15,783
+265% +$590K 0.03% 439
2017
Q2 		$205K Buy
+5,962
New +$209K 0.01% 591
2016
Q4 		– Sell
-111,640
Closed -$4.19M – 467
2016
Q3 		$4.19M Buy
+111,640
New +$4.31M 0.07% 247
2015
Q4 		– Sell
-202,390
Closed -$6.28M – 338
2015
Q3 		$6.28M Sell
202,390
-722,391
-78% -$21.6M 0.05% 327
2015
Q2 		$28.7M Sell
924,781
-460,386
-33% -$16.1M 0.26% 145
2015
Q1 		$50.5M Buy
1,385,167
+881,167
+175% +$34M 0.4% 87
2014
Q4 		$19.5M Buy
+504,000
New +$18.3M 0.24% 163

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

Winton Group's IRM Position: Q4 2021 in Review

Winton Group sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 8,556 shares — an estimated $372K sold.

Winton Group first reported a position in IRM in Q4 2014 and held it in 16 quarters. The position peaked at $50.5M in Q1 2015. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Winton Group reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 8,556 Iron Mountain shares in Q4 2021, an estimated $372K.
  • Winton Group first reported a position in Iron Mountain in Q4 2014 and held it in 16 quarters.
  • Winton Group's Iron Mountain position peaked at $50.5M in Q1 2015.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

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