UBS O'Connor’s Iron Mountain IRM Stock Holding History

UBS O'Connor’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
2025 Q3	–	Sell	-25,000	Closed	-$70K	–	370
2025 Q2	$70K	Buy	+25,000	New	+$2.36M	﹤0.01%	323

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS O'Connor's IRM Position: Q3 2015 in Review

UBS O'Connor sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 58,852 shares — an estimated $1.82M sold.

UBS O'Connor first reported a position in IRM in Q2 2015 and held it in 1 quarter. The position peaked at $1.82M in Q2 2015. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

UBS O'Connor reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
UBS O'Connor sold 58,852 Iron Mountain shares in Q3 2015, an estimated $1.82M.
UBS O'Connor first reported a position in Iron Mountain in Q2 2015 and held it in 1 quarter.
UBS O'Connor's Iron Mountain position peaked at $1.82M in Q2 2015.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.