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UBS’s Iron Mountain IRM Stock Holding History

UBS’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
2014
Q3 		– Sell
-155,267
Closed -$5.09M – 10536
2014
Q2 		$5.09M Sell
155,267
-67,733
-30% -$1.84M ﹤0.01% 1954
2014
Q1 		$5.68M Buy
223,000
+135,250
+154% +$3.46M 0.01% 1740
2013
Q4 		$2.46M Buy
87,750
+50,854
+138% +$1.3M ﹤0.01% 2596
2013
Q3 		$921K Buy
36,896
+17,961
+95% +$456K ﹤0.01% 3437
2013
Q2 		$466K Buy
+18,935
New +$611K ﹤0.01% 4174

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

UBS's IRM Position: Q3 2014 in Review

UBS reduced its Iron Mountain (IRM) stake by 11% in Q3 2014, selling an estimated $586K and leaving 139,631 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

UBS first reported a position in IRM in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.17M in Q2 2014. 341 funds tracked by Wall St. Rank hold IRM as of Q3 2014.

  • UBS held 139,631 shares of Iron Mountain worth $4.56M as of Q3 2014.
  • UBS sold 18,086 Iron Mountain shares in Q3 2014, an estimated $586K.
  • Iron Mountain made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2125 holding.
  • UBS first reported a position in Iron Mountain in Q2 2013 and has held it in 6 quarters since.
  • UBS's Iron Mountain position peaked at $5.17M in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.