EGM
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Espalier Global Management’s Iron Mountain IRM Stock Holding History

Espalier Global 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
2014
Q2 		– Sell
-216,400
Closed -$5.51M – 118
2014
Q1 		$5.51M Sell
216,400
-108,200
-33% -$2.77M 0.31% 64
2013
Q4 		$9.11M Buy
324,600
+108,200
+50% +$2.77M 0.87% 38
2013
Q3 		$5.4M Buy
+216,400
New +$5.5M 0.57% 54

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Espalier Global Management's IRM Position: Q2 2014 in Review

Espalier Global Management sold out of Iron Mountain (IRM) in Q2 2014, closing a stake of 243,450 shares — an estimated $6.2M sold.

Espalier Global Management first reported a position in IRM in Q4 2013 and held it in 2 quarters. The position peaked at $6.2M in Q1 2014. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Espalier Global Management reported no remaining Iron Mountain position as of Q2 2014 after selling out during the quarter.
  • Espalier Global Management sold 243,450 Iron Mountain shares in Q2 2014, an estimated $6.2M.
  • Espalier Global Management first reported a position in Iron Mountain in Q4 2013 and held it in 2 quarters.
  • Espalier Global Management's Iron Mountain position peaked at $6.2M in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Espalier Global Management's 13F filing for Q2 2014, filed 14 Aug 2014.