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Yorktown Management & Research Company’s Iron Mountain IRM Stock Holding History

Yorktown Management & Research Company’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
2019
Q3 		– Sell
-19,100
Closed -$598K – 317
2019
Q2 		$598K Buy
+19,100
New +$626K 0.23% 128
2018
Q2 		– Sell
-7,900
Closed -$260K – 371
2018
Q1 		$260K Hold
7,900
– – 0.08% 317
2017
Q4 		$298K Buy
+7,900
New +$313K 0.09% 291

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Yorktown Management & Research Company's IRM Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 19,100 shares — an estimated $598K sold.

Yorktown Management & Research Company first reported a position in IRM in Q4 2017 and held it in 3 quarters. The position peaked at $598K in Q2 2019. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Yorktown Management & Research Company reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 19,100 Iron Mountain shares in Q3 2019, an estimated $598K.
  • Yorktown Management & Research Company first reported a position in Iron Mountain in Q4 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's Iron Mountain position peaked at $598K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.