Patten Group’s Iron Mountain IRM Stock Holding History

Patten 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
2018 Q3	–	Sell	-53	Closed	-$2K	–	698
2018 Q2	$2K	Hold	53	–	–	﹤0.01%	625
2018 Q1	$2K	Sell	53 -220	-81%	-$7.41K	﹤0.01%	544
2017 Q4	$10K	Hold	273	–	–	﹤0.01%	487
2017 Q3	$11K	Hold	273	–	–	﹤0.01%	474
2017 Q2	$10K	Hold	273	–	–	﹤0.01%	495
2017 Q1	$10K	Hold	273	–	–	﹤0.01%	465
2016 Q4	$10K	Hold	273	–	–	﹤0.01%	457
2016 Q3	$9.62K	Hold	273	–	–	﹤0.01%	474
2016 Q2	$10.9K	Hold	273	–	–	0.01%	451
2016 Q1	$9.26K	Hold	273	–	–	﹤0.01%	473
2015 Q4	$7.37K	Sell	273 -300	-52%	-$8.8K	﹤0.01%	523
2015 Q3	$17.8K	Sell	573 -165	-22%	-$4.92K	0.01%	382
2015 Q2	$22.9K	Buy	+738	New	+$25.8K	0.01%	363

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Patten Group's IRM Position: Q3 2018 in Review

Patten Group sold out of Iron Mountain (IRM) in Q3 2018, closing a stake of 53 shares — an estimated $2K sold.

Patten Group first reported a position in IRM in Q2 2015 and held it in 13 quarters. The position peaked at $22.9K in Q2 2015. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

Patten Group reported no remaining Iron Mountain position as of Q3 2018 after selling out during the quarter.
Patten Group sold 53 Iron Mountain shares in Q3 2018, an estimated $2K.
Patten Group first reported a position in Iron Mountain in Q2 2015 and held it in 13 quarters.
Patten Group's Iron Mountain position peaked at $22.9K in Q2 2015.
502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.