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Keeley Asset Management’s Iron Mountain IRM Stock Holding History

Keeley Asset 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
2016
Q4 		$9.2M Buy
283,272
+22,737
+9% +$756K 0.39% 68
2016
Q3 		$9.78M Sell
260,535
-14,043
-5% -$542K 0.42% 67
2016
Q2 		$10.9M Sell
274,578
-31,804
-10% -$1.16M 0.45% 65
2016
Q1 		$10.4M Sell
306,382
-32,849
-10% -$944K 0.4% 73
2015
Q4 		$9.16M Sell
339,231
-29,160
-8% -$855K 0.29% 82
2015
Q3 		$11.4M Sell
368,391
-39,924
-10% -$1.19M 0.32% 84
2015
Q2 		$12.7M Buy
408,315
+37,575
+10% +$1.32M 0.3% 97
2015
Q1 		$13.5M Sell
370,740
-2,092
-0.6% -$80.8K 0.28% 108
2014
Q4 		$14.4M Buy
372,832
+13,651
+4% +$497K 0.29% 109
2014
Q3 		$11.7M Sell
359,181
-13,125
-4% -$426K 0.24% 122
2014
Q2 		$12.2M Sell
372,306
-4,006
-1% -$109K 0.22% 124
2014
Q1 		$9.59M Buy
376,312
+23,668
+7% +$605K 0.17% 139
2013
Q4 		$9.89M Buy
352,644
+139,847
+66% +$3.58M 0.17% 136
2013
Q3 		$5.31M Sell
212,797
-101,698
-32% -$2.58M 0.1% 157
2013
Q2 		$7.73M Buy
+314,495
New +$10.2M 0.15% 146

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keeley Asset Management's IRM Position: Q4 2016 in Review

Keeley Asset Management increased its Iron Mountain (IRM) stake by 8.7% in Q4 2016, buying an estimated $756K and bringing the position to 283,272 shares worth $9.2M. The position accounts for 0.39% of the portfolio, ranked #68.

Keeley Asset Management first reported a position in IRM in Q2 2013 and has held it in 15 quarters since. The position peaked at $14.4M in Q4 2014. 374 funds tracked by Wall St. Rank hold IRM as of Q4 2016.

  • Keeley Asset Management held 283,272 shares of Iron Mountain worth $9.2M as of Q4 2016.
  • Keeley Asset Management bought 22,737 Iron Mountain shares in Q4 2016, an estimated $756K.
  • Iron Mountain made up 0.39% of Keeley Asset Management's portfolio in Q4 2016, its #68 holding.
  • Keeley Asset Management first reported a position in Iron Mountain in Q2 2013 and has held it in 15 quarters since.
  • Keeley Asset Management's Iron Mountain position peaked at $14.4M in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2016.

Based on Keeley Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.