LAM
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Lebenthal Asset Management’s Iron Mountain IRM Stock Holding History

Lebenthal 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
2017
Q1 		$363K Hold
10,188
– – 0.05% 284
2016
Q4 		$331K Hold
10,188
– – 0.04% 280
2016
Q3 		$382K Hold
10,188
– – 0.05% 262
2016
Q2 		$406K Hold
10,188
– – 0.05% 258
2016
Q1 		$345K Buy
+10,188
New +$293K 0.14% 75

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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 $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lebenthal Asset Management's IRM Position: Q1 2017 in Review

Lebenthal Asset Management held its Iron Mountain (IRM) position steady in Q1 2017 at 10,188 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #284.

Lebenthal Asset Management first reported a position in IRM in Q1 2016 and has held it in 5 quarters since. The position peaked at $406K in Q2 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

  • Lebenthal Asset Management held 10,188 shares of Iron Mountain worth $363K as of Q1 2017.
  • Lebenthal Asset Management left its Iron Mountain share count unchanged in Q1 2017.
  • Iron Mountain made up 0.05% of Lebenthal Asset Management's portfolio in Q1 2017, its #284 holding.
  • Lebenthal Asset Management first reported a position in Iron Mountain in Q1 2016 and has held it in 5 quarters since.
  • Lebenthal Asset Management's Iron Mountain position peaked at $406K in Q2 2016.
  • 380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.