LH
IRM icon

Lebenthal Holdings’s Iron Mountain IRM Stock Holding History

Lebenthal Holdings’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
Q2 		$406K Hold
10,188
– – 0.05% 270
2016
Q1 		$345K Buy
+10,188
New +$293K 0.06% 280

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Lebenthal Holdings's IRM Position: Q2 2016 in Review

Lebenthal Holdings held its Iron Mountain (IRM) position steady in Q2 2016 at 10,188 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #270.

Lebenthal Holdings first reported a position in IRM in Q1 2016 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold IRM as of Q2 2016.

  • Lebenthal Holdings held 10,188 shares of Iron Mountain worth $406K as of Q2 2016.
  • Lebenthal Holdings left its Iron Mountain share count unchanged in Q2 2016.
  • Iron Mountain made up 0.05% of Lebenthal Holdings's portfolio in Q2 2016, its #270 holding.
  • Lebenthal Holdings first reported a position in Iron Mountain in Q1 2016 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.