Wallace Capital Management’s Iron Mountain IRM Stock Holding History

Wallace Capital 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
2018 Q1	–	Sell	-5,714	Closed	-$216K	–	75
2017 Q4	$216K	Hold	5,714	–	–	0.03%	68
2017 Q3	$222K	Buy	+5,714	New	+$213K	0.04%	68
2017 Q2	–	Sell	-5,714	Closed	-$204K	–	71
2017 Q1	$204K	Buy	+5,714	New	+$202K	0.03%	64
2016 Q4	–	Sell	-5,714	Closed	-$215K	–	68
2016 Q3	$215K	Sell	5,714 -90	-2%	-$3.47K	0.04%	59
2016 Q2	$231K	Buy	+5,804	New	+$211K	0.04%	57
2015 Q4	–	Sell	-7,382	Closed	-$229K	–	54
2015 Q3	$229K	Hold	7,382	–	–	0.04%	50
2015 Q2	$229K	Hold	7,382	–	–	0.04%	52
2015 Q1	$269K	Sell	7,382 -3,734	-34%	-$144K	0.05%	52
2014 Q4	$430K	Buy	11,116 +743	+7%	+$27K	0.08%	45
2014 Q3	$339K	Sell	10,373 -3,626	-26%	-$118K	0.07%	46
2014 Q2	$459K	Sell	13,999 -133,588	-91%	-$3.62M	0.1%	46
2014 Q1	$3.76M	Buy	147,587 +1,184	+0.8%	+$30.3K	0.82%	30
2013 Q4	$4.11M	Buy	146,403 +768	+0.5%	+$19.7K	0.95%	29
2013 Q3	$3.64M	Buy	145,635 +4,063	+3%	+$103K	1%	29
2013 Q2	$3.48M	Buy	+141,572	New	+$4.57M	1.05%	29

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wallace Capital Management's IRM Position: Q1 2018 in Review

Wallace Capital Management sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 5,714 shares — an estimated $216K sold.

Wallace Capital Management first reported a position in IRM in Q2 2013 and held it in 15 quarters. The position peaked at $4.11M in Q4 2013. 475 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Wallace Capital Management reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Wallace Capital Management sold 5,714 Iron Mountain shares in Q1 2018, an estimated $216K.
Wallace Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 15 quarters.
Wallace Capital Management's Iron Mountain position peaked at $4.11M in Q4 2013.
475 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Wallace Capital Management's 13F filing for Q1 2018, filed 14 May 2018.