LWI
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Long Wharf Investors’s Iron Mountain IRM Stock Holding History

Long Wharf Investors’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
Q2 		$544K Buy
16,594
+219
+1% +$5.94K 0.43% 83
2014
Q1 		$417K Buy
16,375
+365
+2% +$9.34K 0.36% 115
2013
Q4 		$449K Buy
16,010
+205
+1% +$5.25K 0.41% 81
2013
Q3 		$395K Buy
+15,805
New +$401K 0.38% 84

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Long Wharf Investors's IRM Position: Q2 2014 in Review

Long Wharf Investors increased its Iron Mountain (IRM) stake by 1.3% in Q2 2014, buying an estimated $5.94K and bringing the position to 16,594 shares worth $544K. The position accounts for 0.43% of the portfolio, ranked #83.

Long Wharf Investors first reported a position in IRM in Q3 2013 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Long Wharf Investors held 16,594 shares of Iron Mountain worth $544K as of Q2 2014.
  • Long Wharf Investors bought 219 Iron Mountain shares in Q2 2014, an estimated $5.94K.
  • Iron Mountain made up 0.43% of Long Wharf Investors's portfolio in Q2 2014, its #83 holding.
  • Long Wharf Investors first reported a position in Iron Mountain in Q3 2013 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.