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Robert N. Shapiro’s Iron Mountain IRM Stock Holding History

Robert N. Shapiro’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
Q4 		$14K Sell
326
-35
-10% -$1.27K ﹤0.01% 663
2014
Q3 		$12K Buy
361
+157
+77% +$5.09K ﹤0.01% 679
2014
Q2 		$7K Hold
204
– – ﹤0.01% 655
2014
Q1 		$5K Hold
204
– – ﹤0.01% 682
2013
Q4 		$6K Sell
204
-3,904
-95% -$100K ﹤0.01% 674
2013
Q3 		$103K Buy
4,108
+3,086
+302% +$78.4K 0.02% 402
2013
Q2 		$26K Buy
+1,022
New +$33K 0.01% 698

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

Robert N. Shapiro's IRM Position: Q4 2014 in Review

Robert N. Shapiro reduced its Iron Mountain (IRM) stake by 9.7% in Q4 2014, selling an estimated $1.27K and leaving 326 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Robert N. Shapiro first reported a position in IRM in Q2 2013 and has held it in 7 quarters since. The position peaked at $103K in Q3 2013. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Robert N. Shapiro held 326 shares of Iron Mountain worth $14K as of Q4 2014.
  • Robert N. Shapiro sold 35 Iron Mountain shares in Q4 2014, an estimated $1.27K.
  • Iron Mountain made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #663 holding.
  • Robert N. Shapiro first reported a position in Iron Mountain in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Iron Mountain position peaked at $103K in Q3 2013.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.