Stonerise Capital Management’s Iron Mountain IRM Stock Holding History

Stonerise Capital 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
2016 Q2	–	Sell	-419,295	Closed	-$14.2M	–	12
2016 Q1	$14.2M	Sell	419,295 -255,705	-38%	-$7.34M	8.92%	6
2015 Q4	$18.2M	Hold	675,000	–	–	8.94%	5
2015 Q3	$20.9M	Hold	675,000	–	–	9.26%	5
2015 Q2	$20.9M	Buy	675,000 +166,400	+33%	+$5.83M	9.67%	6
2015 Q1	$18.6M	Sell	508,600 -296,900	-37%	-$11.5M	8.13%	8
2014 Q4	$31.1M	Sell	805,500 -194,500	-19%	-$7.07M	13.73%	1
2014 Q3	$32.6M	Sell	1,000,000 -82,000	-8%	-$2.66M	16.17%	1
2014 Q2	$35.5M	Hold	1,082,000	–	–	14.93%	1
2014 Q1	$27.6M	Hold	1,082,000	–	–	10.3%	6
2013 Q4	$30.4M	Hold	1,082,000	–	–	11.62%	3
2013 Q3	$27M	Buy	1,082,000 +81,150	+8%	+$2.06M	14.54%	2
2013 Q2	$24.6M	Buy	+1,000,850	New	+$32.3M	11.65%	3

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Stonerise Capital Management's IRM Position: Q2 2016 in Review

Stonerise Capital Management sold out of Iron Mountain (IRM) in Q2 2016, closing a stake of 419,295 shares — an estimated $14.2M sold.

Stonerise Capital Management first reported a position in IRM in Q2 2013 and held it in 12 quarters. The position peaked at $35.5M in Q2 2014. 386 funds tracked by Wall St. Rank hold IRM as of Q2 2016.

Stonerise Capital Management reported no remaining Iron Mountain position as of Q2 2016 after selling out during the quarter.
Stonerise Capital Management sold 419,295 Iron Mountain shares in Q2 2016, an estimated $14.2M.
Stonerise Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 12 quarters.
Stonerise Capital Management's Iron Mountain position peaked at $35.5M in Q2 2014.
386 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2016.

Based on Stonerise Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.