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Cornerstone Capital Management Holdings’s Iron Mountain IRM Stock Holding History

Cornerstone Capital Management Holdings’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
Q4 		$11.1M Sell
294,553
-209,052
-42% -$8.3M 0.08% 276
2017
Q3 		$19.6M Buy
503,605
+306,187
+155% +$11.4M 0.15% 165
2017
Q2 		$6.78M Buy
197,418
+30,074
+18% +$1.05M 0.05% 358
2017
Q1 		$5.97M Sell
167,344
-270,585
-62% -$9.58M 0.05% 420
2016
Q4 		$14.2M Sell
437,929
-90,857
-17% -$3.02M 0.11% 207
2016
Q3 		$19.8M Buy
528,786
+38,118
+8% +$1.47M 0.15% 146
2016
Q2 		$19.5M Buy
490,668
+208,278
+74% +$7.58M 0.16% 129
2016
Q1 		$9.58M Buy
282,390
+109,124
+63% +$3.13M 0.08% 285
2015
Q4 		$4.68M Buy
173,266
+3,822
+2% +$112K 0.04% 473
2015
Q3 		$5.26M Sell
169,444
-17,218
-9% -$514K 0.05% 423
2015
Q2 		$5.79M Sell
186,662
-194,957
-51% -$6.83M 0.05% 397
2015
Q1 		$13.9M Buy
381,619
+283
+0.1% +$10.9K 0.13% 196
2014
Q4 		$14.7M Buy
381,336
+343,201
+900% +$12.5M 0.15% 184
2014
Q3 		$1.25M Sell
38,135
-3,127
-8% -$101K 0.01% 827
2014
Q2 		$1.35M Sell
41,262
-97
-0.2% -$2.63K 0.01% 824
2014
Q1 		$1.05M Sell
41,359
-2,703
-6% -$69.1K 0.01% 872
2013
Q4 		$1.24M Sell
44,062
-1,052
-2% -$26.9K 0.01% 784
2013
Q3 		$1.13M Buy
45,114
+294
+0.7% +$7.47K 0.01% 794
2013
Q2 		$1.1M Buy
+44,820
New +$1.45M 0.01% 787

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Cornerstone Capital Management Holdings's IRM Position: Q4 2017 in Review

Cornerstone Capital Management Holdings reduced its Iron Mountain (IRM) stake by 42% in Q4 2017, selling an estimated $8.3M and leaving 294,553 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #276.

Cornerstone Capital Management Holdings first reported a position in IRM in Q2 2013 and has held it in 19 quarters since. The position peaked at $19.8M in Q3 2016. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

  • Cornerstone Capital Management Holdings held 294,553 shares of Iron Mountain worth $11.1M as of Q4 2017.
  • Cornerstone Capital Management Holdings sold 209,052 Iron Mountain shares in Q4 2017, an estimated $8.3M.
  • Iron Mountain made up 0.08% of Cornerstone Capital Management Holdings's portfolio in Q4 2017, its #276 holding.
  • Cornerstone Capital Management Holdings first reported a position in Iron Mountain in Q2 2013 and has held it in 19 quarters since.
  • Cornerstone Capital Management Holdings's Iron Mountain position peaked at $19.8M in Q3 2016.
  • 476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.