Solaris Asset Management’s Iron Mountain IRM Stock Holding History

Solaris Asset 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
2018 Q3	$19K	Hold	552	–	–	0.15%	33
2018 Q2	$19K	Hold	552	–	–	0.15%	31
2018 Q1	$18K	Sell	552 -5,111	-90%	-$172K	0.12%	46
2017 Q4	$214K	Buy	5,663 +2,750	+94%	+$109K	0.12%	101
2017 Q3	$113K	Buy	2,913 +61	+2%	+$2.28K	0.07%	121
2017 Q2	$98K	Hold	2,852	–	–	0.06%	134
2017 Q1	$102K	Hold	2,852	–	–	0.07%	123
2016 Q4	$93K	Sell	2,852 -1,100	-28%	-$36.6K	0.06%	131
2016 Q3	$148K	Buy	+3,952	New	+$152K	0.09%	104
2015 Q3	–	Sell	-10,760	Closed	-$334K	–	188
2015 Q2	$334K	Buy	10,760 +1,310	+14%	+$45.9K	0.21%	74
2015 Q1	$345K	Buy	9,450 +3,550	+60%	+$137K	0.21%	73
2014 Q4	$228K	Buy	+5,900	New	+$215K	0.15%	87
2014 Q1	–	Sell	-2,473	Closed	-$69K	–	225
2013 Q4	$69K	Hold	2,473	–	–	0.05%	149
2013 Q3	$62K	Hold	2,473	–	–	0.05%	157
2013 Q2	$61K	Buy	+2,473	New	+$79.8K	0.05%	156

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Solaris Asset Management's IRM Position: Q3 2018 in Review

Solaris Asset Management held its Iron Mountain (IRM) position steady in Q3 2018 at 552 shares worth $19K. The position accounts for 0.15% of the portfolio, ranked #33.

Solaris Asset Management first reported a position in IRM in Q2 2013 and has held it in 15 quarters since. The position peaked at $345K in Q1 2015. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

Solaris Asset Management held 552 shares of Iron Mountain worth $19K as of Q3 2018.
Solaris Asset Management left its Iron Mountain share count unchanged in Q3 2018.
Iron Mountain made up 0.15% of Solaris Asset Management's portfolio in Q3 2018, its #33 holding.
Solaris Asset Management first reported a position in Iron Mountain in Q2 2013 and has held it in 15 quarters since.
Solaris Asset Management's Iron Mountain position peaked at $345K in Q1 2015.
502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Solaris Asset Management's 13F filing for Q3 2018, filed 25 Oct 2018.