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Orleans Capital Management’s Iron Mountain IRM Stock Holding History

Orleans Capital Management’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
2019
Q1 		– Sell
-15,774
Closed -$511K – 81
2018
Q4 		$511K Sell
15,774
-8,769
-36% -$288K 0.48% 53
2018
Q3 		$847K Sell
24,543
-5,794
-19% -$206K 0.58% 55
2018
Q2 		$1.06M Sell
30,337
-5,917
-16% -$200K 0.77% 48
2018
Q1 		$1.19M Sell
36,254
-10,994
-23% -$370K 0.87% 47
2017
Q4 		$1.78M Sell
47,248
-4,156
-8% -$165K 1.27% 35
2017
Q3 		$2M Sell
51,404
-304
-0.6% -$11.4K 1.5% 30
2017
Q2 		$1.78M Buy
51,708
+993
+2% +$34.7K 1.26% 36
2017
Q1 		$1.81M Buy
50,715
+1,950
+4% +$69K 1.26% 37
2016
Q4 		$1.58M Buy
48,765
+911
+2% +$30.3K 1.13% 42
2016
Q3 		$1.8M Buy
47,854
+2,150
+5% +$82.9K 1.25% 36
2016
Q2 		$1.82M Buy
45,704
+8,304
+22% +$302K 1.27% 33
2016
Q1 		$1.27M Sell
37,400
-300
-0.8% -$8.62K 0.95% 47
2015
Q4 		$1.02M Sell
37,700
-9,378
-20% -$275K 0.78% 56
2015
Q3 		$1.46M Sell
47,078
-1,442
-3% -$43K 1.16% 40
2015
Q2 		$1.5M Sell
48,520
-2,699
-5% -$94.5K 1.06% 48
2015
Q1 		$1.87M Sell
51,219
-6,377
-11% -$246K 1.21% 41
2014
Q4 		$2.23M Buy
57,596
+15,346
+36% +$558K 1.36% 32
2014
Q3 		$1.38M Sell
42,250
-4,636
-10% -$150K 0.68% 62
2014
Q2 		$1.54M Hold
46,886
– – 0.72% 65
2014
Q1 		$1.2M Sell
46,886
-730
-2% -$18.7K 0.61% 69
2013
Q4 		$1.34M Sell
47,616
-13,838
-23% -$354K 0.69% 65
2013
Q3 		$1.53M Buy
61,454
+11,809
+24% +$300K 0.84% 59
2013
Q2 		$1.22M Buy
+49,645
New +$1.6M 0.69% 66

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Orleans Capital Management's IRM Position: Q1 2019 in Review

Orleans Capital Management sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 15,774 shares — an estimated $511K sold.

Orleans Capital Management first reported a position in IRM in Q2 2013 and held it in 23 quarters. The position peaked at $2.23M in Q4 2014. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

  • Orleans Capital Management reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
  • Orleans Capital Management sold 15,774 Iron Mountain shares in Q1 2019, an estimated $511K.
  • Orleans Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 23 quarters.
  • Orleans Capital Management's Iron Mountain position peaked at $2.23M in Q4 2014.
  • 537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on Orleans Capital Management's 13F filing for Q1 2019, filed 15 May 2019.