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Ground Swell Capital’s Iron Mountain IRM Stock Holding History

Ground Swell Capital’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
Q3 		$10K Buy
291
+85
+41% +$2.76K 0.02% 959
2014
Q2 		$7K Buy
+206
New +$5.59K 0.01% 895

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ground Swell Capital's IRM Position: Q3 2014 in Review

Ground Swell Capital increased its Iron Mountain (IRM) stake by 41% in Q3 2014, buying an estimated $2.76K and bringing the position to 291 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #959.

Ground Swell Capital first reported a position in IRM in Q2 2014 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold IRM as of Q3 2014.

  • Ground Swell Capital held 291 shares of Iron Mountain worth $10K as of Q3 2014.
  • Ground Swell Capital bought 85 Iron Mountain shares in Q3 2014, an estimated $2.76K.
  • Iron Mountain made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #959 holding.
  • Ground Swell Capital first reported a position in Iron Mountain in Q2 2014 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.