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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return