Stonerise Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-419,295
| Closed | -$14.2M | – | 12 |
|
|
2016
Q1 | $14.2M | Sell |
419,295
-255,705
| -38% | -$8.67M | 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% | +$5.16M | 9.67% | 6 |
|
|
2015
Q1 | $18.6M | Sell |
508,600
-296,900
| -37% | -$10.8M | 8.13% | 8 |
|
|
2014
Q4 | $31.1M | Sell |
805,500
-194,500
| -19% | -$7.52M | 13.73% | 1 |
|
|
2014
Q3 | $32.7M | Sell |
1,000,000
-82,000
| -8% | -$2.68M | 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% | +$2.03M | 14.54% | 2 |
|
|
2013
Q2 | $24.6M | Buy |
+1,000,850
| New | +$24.6M | 11.65% | 3 |
|