JC
IRM icon

Jacobs & Co’s Iron Mountain IRM Stock Holding History

Jacobs & Co’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
-25,149
Closed -$641K – 119
2014
Q1 		$641K Sell
25,149
-3,502
-12% -$89.6K 0.2% 96
2013
Q4 		$803K Sell
28,651
-1,468
-5% -$37.6K 0.26% 91
2013
Q3 		$752K Sell
30,119
-4,149
-12% -$105K 0.26% 89
2013
Q2 		$842K Buy
+34,268
New +$1.11M 0.31% 82

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Jacobs & Co's IRM Position: Q2 2014 in Review

Jacobs & Co sold out of Iron Mountain (IRM) in Q2 2014, closing a stake of 25,149 shares — an estimated $641K sold.

Jacobs & Co first reported a position in IRM in Q2 2013 and held it in 4 quarters. The position peaked at $842K in Q2 2013. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Jacobs & Co reported no remaining Iron Mountain position as of Q2 2014 after selling out during the quarter.
  • Jacobs & Co sold 25,149 Iron Mountain shares in Q2 2014, an estimated $641K.
  • Jacobs & Co first reported a position in Iron Mountain in Q2 2013 and held it in 4 quarters.
  • Jacobs & Co's Iron Mountain position peaked at $842K in Q2 2013.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Jacobs & Co's 13F filing for Q2 2014, filed 15 Jul 2014.