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South Street Advisors’s Iron Mountain IRM Stock Holding History

South Street Advisors’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
2015
Q4 		– Sell
-6,914
Closed -$214K – 61
2015
Q3 		$214K Hold
6,914
– – 0.07% 57
2015
Q2 		$214K Hold
6,914
– – 0.07% 56
2015
Q1 		$252 Hold
6,914
– – 0.07% 57
2014
Q4 		$267K Buy
6,914
+464
+7% +$16.9K 0.09% 54
2014
Q3 		$210K Buy
6,450
+120
+2% +$3.89K 0.08% 59
2014
Q2 		$207 Buy
+6,330
New +$172K 0.06% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

South Street Advisors's IRM Position: Q4 2015 in Review

South Street Advisors sold out of Iron Mountain (IRM) in Q4 2015, closing a stake of 6,914 shares — an estimated $214K sold.

South Street Advisors first reported a position in IRM in Q2 2014 and held it in 6 quarters. The position peaked at $267K in Q4 2014. 336 funds tracked by Wall St. Rank hold IRM as of Q4 2015.

  • South Street Advisors reported no remaining Iron Mountain position as of Q4 2015 after selling out during the quarter.
  • South Street Advisors sold 6,914 Iron Mountain shares in Q4 2015, an estimated $214K.
  • South Street Advisors first reported a position in Iron Mountain in Q2 2014 and held it in 6 quarters.
  • South Street Advisors's Iron Mountain position peaked at $267K in Q4 2014.
  • 336 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2015.

Based on South Street Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.