Schooner Foundation’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$49.6M Hold
2018
Q2
$50.3M Hold
2018
Q1
$47.2M Hold
2017
Q4
$54.2M Sell
2017
Q3
$96.8M Sell
2017
Q2
$111M Sell
2017
Q1
$120M Hold
2016
Q4
$109M Hold
2016
Q3
$126M Hold
2016
Q2
$134M Sell
2016
Q1
$114M Hold
2015
Q4
$91.1M Hold
2015
Q3
$105M Hold
2015
Q2
$105M Hold
2015
Q1
$123M Hold
2014
Q4
$130M Buy
2014
Q3
$105M Buy