Clinton Group’s Iron Mountain IRM Stock Holding History

Clinton Group’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
2018 Q3	$233K	Buy	+6,737	New	+$240K	0.08%	169
2018 Q1	–	Sell	-22,364	Closed	-$844K	–	424
2017 Q4	$844K	Buy	+22,364	New	+$887K	0.07%	267
2017 Q3	–	Sell	-18,581	Closed	-$638K	–	485
2017 Q2	$638K	Sell	18,581 -22,817	-55%	-$798K	0.07%	352
2017 Q1	$1.48M	Buy	+41,398	New	+$1.47M	0.09%	340
2016 Q2	–	Sell	-22,725	Closed	-$771K	–	956
2016 Q1	$771K	Buy	+22,725	New	+$653K	0.05%	487
2015 Q2	–	Sell	-17,757	Closed	-$648K	–	636
2015 Q1	$648K	Buy	+17,757	New	+$686K	0.17%	181
2014 Q3	–	Sell	-28,237	Closed	-$925K	–	426
2014 Q2	$925K	Buy	+28,237	New	+$766K	0.46%	54
2013 Q3	–	Sell	-12,197	Closed	-$300K	–	372
2013 Q2	$300K	Buy	+12,197	New	+$394K	0.1%	207

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

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

Clinton Group's IRM Position: Q3 2018 in Review

Clinton Group opened a new position in Iron Mountain (IRM) in Q3 2018: 6,737 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: Clinton Group previously reported a position in IRM as recently as Q4 2017.

Clinton Group first reported a position in IRM in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.48M in Q1 2017. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

Clinton Group held 6,737 shares of Iron Mountain worth $233K as of Q3 2018.
Iron Mountain was a new Clinton Group position in Q3 2018.
Iron Mountain made up 0.08% of Clinton Group's portfolio in Q3 2018, its #169 holding.
Clinton Group first reported a position in Iron Mountain in Q2 2013 and has held it in 8 quarters since.
Clinton Group's Iron Mountain position peaked at $1.48M in Q1 2017.
502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.