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Riverhead Capital Management’s Iron Mountain IRM Stock Holding History

Riverhead 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
Q3 		$1.17M Buy
36,217
+13,429
+59% +$422K 0.04% 456
2019
Q2 		$713K Sell
22,788
-1,249
-5% -$40.9K 0.03% 599
2019
Q1 		$852K Buy
24,037
+6,370
+36% +$225K 0.03% 514
2018
Q4 		$573K Sell
17,667
-5,273
-23% -$173K 0.03% 606
2018
Q3 		$792K Sell
22,940
-9,980
-30% -$356K 0.03% 567
2018
Q2 		$1.15M Buy
32,920
+7,102
+28% +$240K 0.05% 425
2018
Q1 		$848K Buy
25,818
+16,640
+181% +$561K 0.04% 476
2017
Q4 		$346K Sell
9,178
-689
-7% -$27.3K 0.01% 826
2017
Q3 		$384K Sell
9,867
-700
-7% -$26.2K 0.02% 700
2017
Q2 		$363K Sell
10,567
-7,532
-42% -$263K 0.02% 703
2017
Q1 		$646K Buy
18,099
+932
+5% +$33K 0.04% 459
2016
Q4 		$558K Buy
17,167
+500
+3% +$16.6K 0.03% 463
2016
Q3 		$625K Buy
16,667
+7,163
+75% +$276K 0.04% 409
2016
Q2 		$1.06M Sell
9,504
-44,800
-82% -$1.63M 0.03% 419
2016
Q1 		$1.84M Sell
54,304
-9,194
-14% -$264K 0.03% 540
2015
Q4 		$1.72M Buy
63,498
+1,497
+2% +$43.9K 0.03% 562
2015
Q3 		$1.92M Buy
62,001
+5,958
+11% +$178K 0.03% 484
2015
Q2 		$1.74M Sell
56,043
-17,057
-23% -$597K 0.03% 512
2015
Q1 		$2.67M Buy
73,100
+23,865
+48% +$921K 0.04% 439
2014
Q4 		$1.9M Buy
49,235
+5,521
+13% +$201K 0.03% 474
2014
Q3 		$1.43M Sell
43,714
-2,386
-5% -$77.4K 0.02% 525
2014
Q2 		$1.51M Buy
46,100
+8,529
+23% +$231K 0.03% 483
2014
Q1 		$957K Buy
37,571
+4,396
+13% +$112K 0.02% 527
2013
Q4 		$929K Buy
+33,175
New +$850K 0.02% 440

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Riverhead Capital Management's IRM Position: Q3 2019 in Review

Riverhead Capital Management increased its Iron Mountain (IRM) stake by 59% in Q3 2019, buying an estimated $422K and bringing the position to 36,217 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #456.

Riverhead Capital Management first reported a position in IRM in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.67M in Q1 2015. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Riverhead Capital Management held 36,217 shares of Iron Mountain worth $1.17M as of Q3 2019.
  • Riverhead Capital Management bought 13,429 Iron Mountain shares in Q3 2019, an estimated $422K.
  • Iron Mountain made up 0.04% of Riverhead Capital Management's portfolio in Q3 2019, its #456 holding.
  • Riverhead Capital Management first reported a position in Iron Mountain in Q4 2013 and has held it in 24 quarters since.
  • Riverhead Capital Management's Iron Mountain position peaked at $2.67M in Q1 2015.
  • 519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.