Hemenway Trust Hemenway Trust’s Iron Mountain IRM Stock Holding History

Hemenway Trust Hemenway Trust’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 Q1	–	Sell	-12,209	Closed	-$461K	–	148
2017 Q4	$461K	Sell	12,209 -3,192	-21%	-$127K	0.09%	100
2017 Q3	$599K	Sell	15,401 -437	-3%	-$16.3K	0.13%	75
2017 Q2	$544K	Hold	15,838	–	–	0.12%	80
2017 Q1	$565K	Hold	15,838	–	–	0.13%	77
2016 Q4	$514K	Sell	15,838 -1	-0%	-$33	0.13%	82
2016 Q3	$594K	Hold	15,839	–	–	0.15%	76
2016 Q2	$631K	Hold	15,839	–	–	0.16%	74
2016 Q1	$537K	Sell	15,839 -2,611	-14%	-$75K	0.15%	79
2015 Q4	$498K	Sell	18,450 -2,616	-12%	-$76.7K	0.13%	92
2015 Q3	$653K	Sell	21,066 -2,519	-11%	-$75.2K	0.18%	81
2015 Q2	$731K	Sell	23,585 -575	-2%	-$20.1K	0.19%	81
2015 Q1	$881K	Buy	+24,160	New	+$933K	0.23%	71

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 $37.4B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Hemenway Trust Hemenway Trust's IRM Position: Q1 2018 in Review

Hemenway Trust Hemenway Trust sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 12,209 shares — an estimated $461K sold.

Hemenway Trust Hemenway Trust first reported a position in IRM in Q1 2015 and held it in 12 quarters. The position peaked at $881K in Q1 2015. 475 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Hemenway Trust Hemenway Trust reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Hemenway Trust Hemenway Trust sold 12,209 Iron Mountain shares in Q1 2018, an estimated $461K.
Hemenway Trust Hemenway Trust first reported a position in Iron Mountain in Q1 2015 and held it in 12 quarters.
Hemenway Trust Hemenway Trust's Iron Mountain position peaked at $881K in Q1 2015.
475 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2018, filed 24 Apr 2018.