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Castleark Management’s Iron Mountain IRM Stock Holding History

Castleark Management’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
2017
Q1 		– Sell
-62,965
Closed -$2.04M – 389
2016
Q4 		$2.04M Sell
62,965
-37,200
-37% -$1.24M 0.07% 261
2016
Q3 		$3.76M Sell
100,165
-7,690
-7% -$297K 0.11% 209
2016
Q2 		$4.3M Buy
107,855
+31,090
+41% +$1.13M 0.14% 187
2016
Q1 		$2.6M Buy
+76,765
New +$2.2M 0.08% 241

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleark Management's IRM Position: Q1 2017 in Review

Castleark Management sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 62,965 shares — an estimated $2.04M sold.

Castleark Management first reported a position in IRM in Q1 2016 and held it in 4 quarters. The position peaked at $4.3M in Q2 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

  • Castleark Management reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
  • Castleark Management sold 62,965 Iron Mountain shares in Q1 2017, an estimated $2.04M.
  • Castleark Management first reported a position in Iron Mountain in Q1 2016 and held it in 4 quarters.
  • Castleark Management's Iron Mountain position peaked at $4.3M in Q2 2016.
  • 380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Castleark Management's 13F filing for Q1 2017, filed 15 May 2017.