Zimmer Partners’s Iron Mountain IRM Stock Holding History

Zimmer Partners’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	-287,500	Closed	-$12.5M	–	143
2021 Q3	$12.5M	Buy	287,500 +175,000	+156%	+$7.88M	0.2%	90
2021 Q2	$4.76M	Hold	112,500	–	–	0.06%	114
2021 Q1	$4.16M	Buy	112,500 +87,500	+350%	+$2.93M	0.06%	119
2020 Q4	$737K	Buy	+25,000	New	+$694K	0.01%	110
2018 Q1	–	Sell	-2,527,900	Closed	-$95.4M	–	86
2017 Q4	$95.4M	Buy	+2,527,900	New	+$100M	2.32%	15

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zimmer Partners's IRM Position: Q4 2021 in Review

Zimmer Partners sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 287,500 shares — an estimated $12.5M sold.

Zimmer Partners first reported a position in IRM in Q4 2017 and held it in 5 quarters. The position peaked at $95.4M in Q4 2017. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

Zimmer Partners reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
Zimmer Partners sold 287,500 Iron Mountain shares in Q4 2021, an estimated $12.5M.
Zimmer Partners first reported a position in Iron Mountain in Q4 2017 and held it in 5 quarters.
Zimmer Partners's Iron Mountain position peaked at $95.4M in Q4 2017.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Zimmer Partners's 13F filing for Q4 2021, filed 14 Feb 2022.