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Santa Fe Partners’s Iron Mountain IRM Stock Holding History

Santa Fe Partners’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
Q2 		– Sell
-25,858
Closed -$659K – 541
2014
Q1 		$659K Buy
+25,858
New +$661K 0.09% 312
2013
Q4 		– Sell
-12,230
Closed -$305K – 517
2013
Q3 		$305K Sell
12,230
-7,170
-37% -$182K 0.06% 390
2013
Q2 		$477K Buy
+19,400
New +$626K 0.1% 333

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Santa Fe Partners's IRM Position: Q2 2014 in Review

Santa Fe Partners sold out of Iron Mountain (IRM) in Q2 2014, closing a stake of 25,858 shares — an estimated $659K sold.

Santa Fe Partners first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $659K in Q1 2014. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Santa Fe Partners reported no remaining Iron Mountain position as of Q2 2014 after selling out during the quarter.
  • Santa Fe Partners sold 25,858 Iron Mountain shares in Q2 2014, an estimated $659K.
  • Santa Fe Partners first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
  • Santa Fe Partners's Iron Mountain position peaked at $659K in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Santa Fe Partners's 13F filing for Q2 2014, filed 13 Aug 2014.