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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return