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Caspian Capital’s Iron Mountain IRM Stock Holding History

Caspian Capital’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
Q3 		– Sell
-361,716
Closed -$11.9M – 10
2014
Q2 		$11.9M Sell
361,716
-208,131
-37% -$5.65M 4.08% 8
2014
Q1 		$14.5M Hold
569,847
– – 6.6% 6
2013
Q4 		$16M Sell
569,847
-216,400
-28% -$5.54M 5.59% 5
2013
Q3 		$19.6M Buy
786,247
+216,333
+38% +$5.49M 9.6% 4
2013
Q2 		$14M Buy
+569,914
New +$18.4M 6.66% 6

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Caspian Capital's IRM Position: Q3 2014 in Review

Caspian Capital sold out of Iron Mountain (IRM) in Q3 2014, closing a stake of 361,716 shares — an estimated $11.9M sold.

Caspian Capital first reported a position in IRM in Q2 2013 and held it in 5 quarters. The position peaked at $19.6M in Q3 2013. 341 funds tracked by Wall St. Rank hold IRM as of Q3 2014.

  • Caspian Capital reported no remaining Iron Mountain position as of Q3 2014 after selling out during the quarter.
  • Caspian Capital sold 361,716 Iron Mountain shares in Q3 2014, an estimated $11.9M.
  • Caspian Capital first reported a position in Iron Mountain in Q2 2013 and held it in 5 quarters.
  • Caspian Capital's Iron Mountain position peaked at $19.6M in Q3 2013.
  • 341 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2014.

Based on Caspian Capital's 13F filing for Q3 2014, filed 30 Oct 2014.