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Lloyds Banking Group’s Iron Mountain IRM Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-858
Closed -$28K – 227
2014
Q3 		$28K Sell
858
-84
-9% -$2.72K 0.01% 475
2014
Q2 		$30K Sell
942
-34,123
-97% -$926K 0.01% 471
2014
Q1 		$893K Hold
35,065
– – 0.01% 530
2013
Q4 		$983K Sell
35,065
-2,842
-7% -$72.8K 0.01% 536
2013
Q3 		$946K Buy
37,907
+7,843
+26% +$199K 0.01% 516
2013
Q2 		$739K Buy
+30,064
New +$970K 0.01% 519

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lloyds Banking Group's IRM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 858 shares — an estimated $28K sold.

Lloyds Banking Group first reported a position in IRM in Q2 2013 and held it in 6 quarters. The position peaked at $983K in Q4 2013. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Lloyds Banking Group reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 858 Iron Mountain shares in Q4 2014, an estimated $28K.
  • Lloyds Banking Group first reported a position in Iron Mountain in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Iron Mountain position peaked at $983K in Q4 2013.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.