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Tealwood Asset Management’s Iron Mountain IRM Stock Holding History

Tealwood 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
2013
Q4 		– Sell
-130,781
Closed -$3.27M – 84
2013
Q3 		$3.27M Buy
130,781
+5,989
+5% +$152K 1.45% 28
2013
Q2 		$3.07M Buy
+124,792
New +$4.03M 1.53% 25

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tealwood Asset Management's IRM Position: Q4 2013 in Review

Tealwood Asset Management sold out of Iron Mountain (IRM) in Q4 2013, closing a stake of 130,781 shares — an estimated $3.27M sold.

Tealwood Asset Management first reported a position in IRM in Q2 2013 and held it in 2 quarters. The position peaked at $3.27M in Q3 2013. 337 funds tracked by Wall St. Rank hold IRM as of Q4 2013.

  • Tealwood Asset Management reported no remaining Iron Mountain position as of Q4 2013 after selling out during the quarter.
  • Tealwood Asset Management sold 130,781 Iron Mountain shares in Q4 2013, an estimated $3.27M.
  • Tealwood Asset Management first reported a position in Iron Mountain in Q2 2013 and held it in 2 quarters.
  • Tealwood Asset Management's Iron Mountain position peaked at $3.27M in Q3 2013.
  • 337 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2013.

Based on Tealwood Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.