USGIU
IRM icon

U.S. Global Investors (USGI)’s Iron Mountain IRM Stock Holding History

U.S. Global Investors (USGI)’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
Q3 		– Sell
-4,328
Closed -$106K – 331
2013
Q2 		$106K Buy
+4,328
New +$140K 0.02% 284

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $21.8B AUM 23.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

U.S. Global Investors (USGI)'s IRM Position: Q3 2013 in Review

U.S. Global Investors (USGI) sold out of Iron Mountain (IRM) in Q3 2013, closing a stake of 4,328 shares — an estimated $106K sold.

U.S. Global Investors (USGI) first reported a position in IRM in Q2 2013 and held it in 1 quarter. The position peaked at $106K in Q2 2013. 338 funds tracked by Wall St. Rank hold IRM as of Q3 2013.

  • U.S. Global Investors (USGI) reported no remaining Iron Mountain position as of Q3 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 4,328 Iron Mountain shares in Q3 2013, an estimated $106K.
  • U.S. Global Investors (USGI) first reported a position in Iron Mountain in Q2 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Iron Mountain position peaked at $106K in Q2 2013.
  • 338 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2013, filed 14 Nov 2013.