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Lupo Securities’s Iron Mountain IRM Stock Holding History

Lupo Securities’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
2015
Q1 		– Sell
-7
Closed -$928 – 563
2014
Q4 		$928 Buy
+7
New +$255 ﹤0.01% 521

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lupo Securities's IRM Position: Q2 2015 in Review

Lupo Securities sold out of Iron Mountain (IRM) in Q2 2015, closing a stake of 767 shares — an estimated $28K sold.

Lupo Securities first reported a position in IRM in Q4 2014 and held it in 2 quarters. The position peaked at $29.7K in Q4 2014. 352 funds tracked by Wall St. Rank hold IRM as of Q2 2015.

  • Lupo Securities reported no remaining Iron Mountain position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 767 Iron Mountain shares in Q2 2015, an estimated $28K.
  • Lupo Securities first reported a position in Iron Mountain in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Iron Mountain position peaked at $29.7K in Q4 2014.
  • 352 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.