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Xact Kapitalforvaltning’s Iron Mountain IRM Stock Holding History

Xact Kapitalforvaltning’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
2020
Q1 		$1.11M Sell
46,730
-8,416
-15% -$255K 0.02% 477
2019
Q4 		$1.76M Buy
55,146
+4,465
+9% +$146K 0.03% 447
2019
Q3 		$1.64M Buy
50,681
+2,462
+5% +$77.3K 0.03% 429
2019
Q2 		$1.51M Buy
48,219
+6,122
+15% +$201K 0.03% 440
2019
Q1 		$1.49M Sell
42,097
-3,394
-7% -$120K 0.03% 451
2018
Q4 		$1.47M Buy
45,491
+7,700
+20% +$253K 0.04% 426
2018
Q3 		$1.3M Sell
37,791
-1,126
-3% -$40.1K 0.03% 518
2018
Q2 		$1.36M Hold
38,917
– – 0.03% 505
2018
Q1 		$1.28M Buy
38,917
+2,852
+8% +$96.1K 0.03% 508
2017
Q4 		$1.36M Buy
36,065
+4,829
+15% +$192K 0.03% 479
2017
Q3 		$1.22M Buy
31,236
+835
+3% +$31.2K 0.03% 469
2017
Q2 		$1.04M Sell
30,401
-99
-0.3% -$3.46K 0.03% 498
2017
Q1 		$1.09M Hold
30,500
– – 0.03% 498
2016
Q4 		$991K Buy
30,500
+12,358
+68% +$411K 0.03% 493
2016
Q3 		$681K Buy
+18,142
New +$700K 0.02% 539

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Xact Kapitalforvaltning's IRM Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its Iron Mountain (IRM) stake by 15% in Q1 2020, selling an estimated $255K and leaving 46,730 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #477.

Xact Kapitalforvaltning first reported a position in IRM in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2019. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

  • Xact Kapitalforvaltning held 46,730 shares of Iron Mountain worth $1.11M as of Q1 2020.
  • Xact Kapitalforvaltning sold 8,416 Iron Mountain shares in Q1 2020, an estimated $255K.
  • Iron Mountain made up 0.02% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #477 holding.
  • Xact Kapitalforvaltning first reported a position in Iron Mountain in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's Iron Mountain position peaked at $1.76M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.