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Horizon Kinetics’s Iron Mountain IRM Stock Holding History

Horizon Kinetics’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
2013
Q3 		– Sell
-43,763
Closed -$1.08M – 544
2013
Q2 		$1.08M Buy
+43,763
New +$1.41M 0.02% 234

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Horizon Kinetics's IRM Position: Q3 2013 in Review

Horizon Kinetics sold out of Iron Mountain (IRM) in Q3 2013, closing a stake of 43,763 shares — an estimated $1.08M sold.

Horizon Kinetics first reported a position in IRM in Q2 2013 and held it in 1 quarter. The position peaked at $1.08M in Q2 2013. 338 funds tracked by Wall St. Rank hold IRM as of Q3 2013.

  • Horizon Kinetics reported no remaining Iron Mountain position as of Q3 2013 after selling out during the quarter.
  • Horizon Kinetics sold 43,763 Iron Mountain shares in Q3 2013, an estimated $1.08M.
  • Horizon Kinetics first reported a position in Iron Mountain in Q2 2013 and held it in 1 quarter.
  • Horizon Kinetics's Iron Mountain position peaked at $1.08M in Q2 2013.
  • 338 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2013.

Based on Horizon Kinetics's 13F filing for Q3 2013, filed 14 Nov 2013.