Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionAperio Group, LLC
Latest Disclosed Ownership201,820 shares
Latest Disclosed Value $ 5,950,000
Aperio Group, LLC reports 5.90% decrease in ownership of IRM / Iron Mountain Incorporated

On February 5, 2021 - Aperio Group, LLC filed a 13F-HR form disclosing ownership of 201,820 shares of Iron Mountain Incorporated (US:IRM) valued at $5,949,654 USD as of December 31, 2020. The entity filed a previous 13F-HR on November 6, 2020 disclosing 214,482 shares of Iron Mountain Incorporated. This represents a change in shares of -5.90% during the quarter. The current value of the position is $25,158,881 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2021-02-05 2020-12-31 13F IRON MTN INC COM 46284V101 201,820 -12,662 -5.90 5,950 3.55 0.0176
2020-11-06 2020-09-30 13F IRON MTN INC COM 46284V101 214,482 20,404 10.51 5,746 13.45 0.0194
2020-08-13 2020-06-30 13F IRON MTN INC COM 46284V101 194,078 -40,194 -17.16 5,065 -9.15 0.0187
2020-05-05 2020-03-31 13F IRON MTN INC COM 46284V101 234,272 83,596 55.48 5,575 16.10 0.0246
2020-02-13 2019-12-31 13F IRON MTN INC COM 46284V101 150,676 4,885 3.35 4,802 1.69 0.0173
2019-11-06 2019-09-30 13F IRON MTN INC COM 46284V101 145,791 29,775 25.66 4,722 30.05 0.0187
2019-07-30 2019-06-30 13F IRON MTN INC COM 46284V101 116,016 -17,808 -13.31 3,631 -23.49 0.0148
2019-05-13 2019-03-31 13F IRON MTN INC COM 46284V101 133,824 20,966 18.58 4,746 29.78 0.0205
2019-05-06 2018-12-31 13F/A-2 IRON MTN INC COM 46284V101 112,858 6,469 6.08 3,657 -0.44 14.9168
2019-05-06 2018-09-30 13F/A-2 IRON MTN INC COM 46284V101 106,389 4,460 4.38 3,673 2.91 23.2072
2019-05-06 2018-06-30 13F/A-2 IRON MTN INC COM 46284V101 101,929 5,688 5.91 3,569 12.87 21.3406
2019-05-01 2018-03-31 13F/A-2 IRON MTN INC COM 46284V101 96,241 -1,690 -1.73 3,162 -14.42 19.1057
2019-05-01 2017-12-31 13F/A-2 IRON MTN INC COM 46284V101 97,931 2,738 2.88 3,695 -0.22 1.1520
2019-05-01 2017-09-30 13F/A-2 IRON MTN INC COM 46284V101 95,193 13,778 16.92 3,703 32.39 22.9061
2019-04-22 2017-06-30 13F/A-2 IRON MTN INC COM 46284V101 81,415 5,738 7.58 2,797 3.63 20.2666
2019-04-22 2017-03-31 13F/A-2 IRON MTN INC COM 46284V101 75,677 8,036 11.88 2,699 22.85 22.9487
2019-04-22 2016-12-31 13F/A-2 IRON MTN INC COM 46284V101 67,641 18,192 36.79 2,197 18.37 44.7545
2019-04-12 2016-09-30 13F/A-2 IRON MTN INC COM 46284V101 49,449 6,189 14.31 1,856 7.72 47.4074
2019-04-12 2016-06-30 13F/A-2 IRON MTN INC COM 46284V101 43,260 7,858 22.20 1,723 43.58 38.9643
2019-04-12 2016-03-31 13F/A-2 IRON MTN INC COM 46284V101 35,402 35,402 1,200 40.8163
2015-01-30 2014-12-31 13F IRON MTN INC PA COM COMMON 462846106 0 -18,199 -100.00 0 -100.00
2014-10-21 2014-09-30 13F IRON MTN INC PA COM COMMON 462846106 18,199 2,245 14.07 594 4.95 0.0080
2014-07-23 2014-06-30 13F IRON MTN INC PA COM COMMON 462846106 15,954 497 3.22 566 32.86 0.0082
2014-04-25 2014-03-31 13F IRON MTN INC PA COM COMMON 462846106 15,457 426 11.23 0.0060
2014-01-30 2013-12-31 13F IRON MTN INC PA COM COMMON 462846106 383 67.98 0.0059
2013-10-24 2013-09-30 13F IRON MTN INC PA COM COMMON 462846106 8,444 -110 -1.29 228 0.00 0.0044
2013-07-19 2013-06-30 13F IRON MTN INC PA COM COMMON 462846106 8,554 8,554 228 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.