Delta Lloyd’s Iron Mountain IRM Stock Holding History

Delta Lloyd’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 Q2	$1.85M	Buy	53,886 +10,364	+24%	+$363K	0.05%	299
2017 Q1	$1.55M	Buy	+43,522	New	+$1.54M	0.05%	301
2016 Q4	–	Sell	-17,321	Closed	-$650K	–	515
2016 Q3	$650K	Hold	17,321	–	–	0.02%	507
2016 Q2	$690K	Buy	17,321 +7,674	+80%	+$279K	0.02%	475
2016 Q1	$327K	Sell	9,647 -9,150	-49%	-$263K	0.01%	632
2015 Q4	$508K	Hold	18,797	–	–	0.02%	560
2015 Q3	$583K	Buy	18,797 +9,749	+108%	+$291K	0.02%	530
2015 Q2	$280K	Hold	9,048	–	–	0.01%	647
2015 Q1	$330K	Hold	9,048	–	–	0.01%	572
2014 Q4	$350K	Buy	9,048 +610	+7%	+$22.2K	0.01%	562
2014 Q3	$276K	Sell	8,438 -692	-8%	-$22.4K	﹤0.01%	584
2014 Q2	$299K	Buy	+9,130	New	+$248K	0.01%	548

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Lloyd's IRM Position: Q2 2017 in Review

Delta Lloyd increased its Iron Mountain (IRM) stake by 24% in Q2 2017, buying an estimated $363K and bringing the position to 53,886 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #299.

Delta Lloyd first reported a position in IRM in Q2 2014 and has held it in 12 quarters since. 390 funds tracked by Wall St. Rank hold IRM as of Q2 2017.

Delta Lloyd held 53,886 shares of Iron Mountain worth $1.85M as of Q2 2017.
Delta Lloyd bought 10,364 Iron Mountain shares in Q2 2017, an estimated $363K.
Iron Mountain made up 0.05% of Delta Lloyd's portfolio in Q2 2017, its #299 holding.
Delta Lloyd first reported a position in Iron Mountain in Q2 2014 and has held it in 12 quarters since.
390 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2017.

Based on Delta Lloyd's 13F filing for Q2 2017, filed 9 Aug 2017.