BlackRock Fund Advisors’s Iron Mountain IRM Stock Holding History

BlackRock Fund Advisors’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
2016 Q4	$186M	Buy	5,721,679 +369,090	+7%	+$12.3M	0.03%	713
2016 Q3	$201M	Buy	5,352,589 +212,957	+4%	+$8.21M	0.04%	538
2016 Q2	$205M	Buy	5,139,632 +1,105,869	+27%	+$40.3M	0.05%	490
2016 Q1	$137M	Sell	4,033,763 -87,835	-2%	-$2.52M	0.03%	709
2015 Q4	$111M	Buy	4,121,598 +209,473	+5%	+$6.14M	0.03%	873
2015 Q3	$121M	Buy	3,912,125 +625	+0%	+$18.6K	0.03%	760
2015 Q2	$121M	Sell	3,911,500 -106,302	-3%	-$3.72M	0.03%	825
2015 Q1	$147M	Sell	4,017,802 -40,284	-1%	-$1.56M	0.04%	694
2014 Q4	$157M	Buy	4,058,086 +821,404	+25%	+$29.9M	0.04%	602
2014 Q3	$106M	Buy	3,236,682 +943,360	+41%	+$30.6M	0.03%	792
2014 Q2	$75.1M	Buy	2,293,322 +99,826	+5%	+$2.71M	0.02%	1113
2014 Q1	$55.9M	Sell	2,193,496 -20,301	-0.9%	-$519K	0.02%	1336
2013 Q4	$62.1M	Buy	2,213,797 +79,344	+4%	+$2.03M	0.02%	1227
2013 Q3	$53.3M	Buy	2,134,453 +71,601	+3%	+$1.82M	0.02%	1284
2013 Q2	$50.7M	Buy	+2,062,852	New	+$66.6M	0.02%	1196

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

BIT

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RRAM

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

BlackRock Fund Advisors's IRM Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Iron Mountain (IRM) stake by 6.9% in Q4 2016, buying an estimated $12.3M and bringing the position to 5,721,679 shares worth $186M. The position accounts for 0.03% of the portfolio, ranked #713.

BlackRock Fund Advisors first reported a position in IRM in Q2 2013 and has held it in 15 quarters since. The position peaked at $205M in Q2 2016. 375 funds tracked by Wall St. Rank hold IRM as of Q4 2016.

BlackRock Fund Advisors held 5,721,679 shares of Iron Mountain worth $186M as of Q4 2016.
BlackRock Fund Advisors bought 369,090 Iron Mountain shares in Q4 2016, an estimated $12.3M.
Iron Mountain made up 0.03% of BlackRock Fund Advisors's portfolio in Q4 2016, its #713 holding.
BlackRock Fund Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 15 quarters since.
BlackRock Fund Advisors's Iron Mountain position peaked at $205M in Q2 2016.
375 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.