Jupiter Investment Management’s Iron Mountain IRM Stock Holding History

Jupiter Investment 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
2018 Q1	–	Sell	-18,500	Closed	-$698K	–	404
2017 Q4	$698K	Buy	+18,500	New	+$734K	0.01%	278
2015 Q2	–	Sell	-45,700	Closed	-$1.67M	–	319
2015 Q1	$1.67M	Buy	+45,700	New	+$1.76M	0.05%	187
2014 Q1	–	Sell	-35,814	Closed	-$1M	–	380
2013 Q4	$1M	Buy	+35,814	New	+$917K	0.08%	232

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Jupiter Investment Management's IRM Position: Q1 2018 in Review

Jupiter Investment Management sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 18,500 shares — an estimated $698K sold.

Jupiter Investment Management first reported a position in IRM in Q4 2013 and held it in 3 quarters. The position peaked at $1.67M in Q1 2015. 475 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Jupiter Investment Management reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Jupiter Investment Management sold 18,500 Iron Mountain shares in Q1 2018, an estimated $698K.
Jupiter Investment Management first reported a position in Iron Mountain in Q4 2013 and held it in 3 quarters.
Jupiter Investment Management's Iron Mountain position peaked at $1.67M in Q1 2015.
475 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.