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SEI Trust Company’s Iron Mountain IRM Stock Holding History

SEI Trust Company’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
Q3 		$890K Buy
27,264
+10,079
+59% +$327K 0.01% 936
2014
Q2 		$563K Buy
17,185
+14,467
+532% +$392K 0.01% 1071
2014
Q1 		$69K Buy
+2,718
New +$69.5K ﹤0.01% 1497
2013
Q4 		– Sell
-26,293
Closed -$657K – 1644
2013
Q3 		$657K Sell
26,293
-37,870
-59% -$962K 0.01% 1012
2013
Q2 		$1.58M Buy
+64,163
New +$2.07M 0.02% 624

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SEI Trust Company's IRM Position: Q3 2014 in Review

SEI Trust Company increased its Iron Mountain (IRM) stake by 59% in Q3 2014, buying an estimated $327K and bringing the position to 27,264 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #936.

SEI Trust Company first reported a position in IRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.58M in Q2 2013. 341 funds tracked by Wall St. Rank hold IRM as of Q3 2014.

  • SEI Trust Company held 27,264 shares of Iron Mountain worth $890K as of Q3 2014.
  • SEI Trust Company bought 10,079 Iron Mountain shares in Q3 2014, an estimated $327K.
  • Iron Mountain made up 0.01% of SEI Trust Company's portfolio in Q3 2014, its #936 holding.
  • SEI Trust Company first reported a position in Iron Mountain in Q2 2013 and has held it in 5 quarters since.
  • SEI Trust Company's Iron Mountain position peaked at $1.58M in Q2 2013.
  • 341 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.