Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionAdvisor Group, Inc.
Latest Disclosed Ownership159,246 shares
Latest Disclosed Value $ 5,076,000
Advisor Group, Inc. reports 4.77% increase in ownership of IRM / Iron Mountain Incorporated

On February 12, 2020 - Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 159,246 shares of Iron Mountain Incorporated (US:IRM) valued at $5,075,170 USD as of December 31, 2019. The entity filed a previous 13F-HR on November 13, 2019 disclosing 151,989 shares of Iron Mountain Incorporated. This represents a change in shares of 4.77% during the quarter. The current value of the position is $19,854,791 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)
2020-02-12 2019-12-31 13F IRON MTN INC COM 46284V101 159,246 7,257 4.77 5,076 3.11 0.0351
2019-11-13 2019-09-30 13F IRON MTN INC COM 46284V101 151,989 18,651 13.99 4,923 17.92 0.0363
2019-07-31 2019-06-30 13F IRON MTN INC COM 46284V101 133,338 38,841 41.10 4,175 24.55 0.0320
2019-05-09 2019-03-31 13F IRON MTN INC COM 46284V101 94,497 4,555 5.06 3,352 15.03 0.0276
2019-02-11 2018-12-31 13F IRON MTN INC COM 46284V101 89,942 12,339 15.90 2,914 8.77 0.0286
2018-11-14 2018-09-30 13F IRON MTN INC COM 46284V101 77,603 20,173 35.13 2,679 33.22 0.0270
2018-08-13 2018-06-30 13F IRON MTN INC COM 46284V101 57,430 7,921 16.00 2,011 23.60 0.0277
2018-05-15 2018-03-31 13F IRON MTN INC COM 46284V101 49,509 8,752 21.47 1,627 5.79 0.0224
2018-02-14 2017-12-31 13F IRON MTN INC COM 46284V101 40,757 4,010 10.91 1,538 7.63 0.0205
2017-11-06 2017-09-30 13F IRON MTN INC COM 46284V101 36,747 21,723 144.59 1,429 176.40 0.0225
2017-11-03 2017-06-30 13F/A-1 IRON MTN INC COM 46284V101 15,024 1,099 7.89 517 4.23 0.0091
2017-08-11 2017-06-30 13F IRON MTN INC COM 46284V101 15,024 1,099 512
2017-11-02 2017-03-31 13F/A-1 IRON MTN INC COM 46284V101 13,925 3,569 34.46 496 47.18 0.0100
2017-05-15 2017-03-31 13F IRON MTN INC COM 46284V101 13,925 3,569 491
2017-11-02 2016-12-31 13F/A-1 IRON MTN INC COM 46284V101 10,356 4,932 90.93 337 65.20 0.0076
2017-01-31 2016-12-31 13F IRON MTN INC COM 46284V101 10,356 4,932 333
2017-11-02 2016-09-30 13F/A-1 IRON MTN INC COM 46284V101 5,424 1,578 41.03 204 35.10 0.0049
2016-11-08 2016-09-30 13F IRON MTN INC COM 46284V101 5,424 1,578 193
2016-08-11 2016-06-30 13F IRON MTN INC COM 46284V101 3,846 151
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.