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LMR Master Fund’s Iron Mountain IRM Stock Holding History

LMR Master Fund’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
2013
Q4 		$926K Buy
+33,010
New +$846K 0.1% 235
2013
Q3 		– Sell
-14,910
Closed -$367K – 362
2013
Q2 		$367K Buy
+14,910
New +$481K 0.03% 316

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LMR Master Fund's IRM Position: Q4 2013 in Review

LMR Master Fund opened a new position in Iron Mountain (IRM) in Q4 2013: 33,010 shares worth $926K. The stake represents 0.1% of the portfolio and ranks #235 among its holdings. This is a return to the name: LMR Master Fund previously reported a position in IRM as recently as Q2 2013.

LMR Master Fund first reported a position in IRM in Q2 2013 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold IRM as of Q4 2013.

  • LMR Master Fund held 33,010 shares of Iron Mountain worth $926K as of Q4 2013.
  • Iron Mountain was a new LMR Master Fund position in Q4 2013.
  • Iron Mountain made up 0.1% of LMR Master Fund's portfolio in Q4 2013, its #235 holding.
  • LMR Master Fund first reported a position in Iron Mountain in Q2 2013 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.