Alpine Woods Capital Investors’s Iron Mountain IRM Stock Holding History

Alpine Woods Capital Investors’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
2014 Q4	–	Sell	-226,000	Closed	-$7.38M	–	462
2014 Q3	$7.38M	Buy	+226,000	New	+$7.33M	0.39%	80
2013 Q4	–	Sell	-11,781	Closed	-$294K	–	418
2013 Q3	$294K	Hold	11,781	–	–	0.02%	311
2013 Q2	$290K	Buy	+11,781	New	+$380K	0.02%	293

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Alpine Woods Capital Investors's IRM Position: Q4 2014 in Review

Alpine Woods Capital Investors sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 226,000 shares — an estimated $7.38M sold.

Alpine Woods Capital Investors first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $7.38M in Q3 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

Alpine Woods Capital Investors reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
Alpine Woods Capital Investors sold 226,000 Iron Mountain shares in Q4 2014, an estimated $7.38M.
Alpine Woods Capital Investors first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
Alpine Woods Capital Investors's Iron Mountain position peaked at $7.38M in Q3 2014.
339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2014, filed 10 Feb 2015.