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Wasatch Advisors’s Iron Mountain IRM Stock Holding History

Wasatch Advisors’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
2017
Q4 		– Sell
-28,731
Closed -$1.12M – 306
2017
Q3 		$1.12M Sell
28,731
-10,775
-27% -$403K 0.02% 272
2017
Q2 		$1.36M Sell
39,506
-64,535
-62% -$2.26M 0.02% 285
2017
Q1 		$3.71M Sell
104,041
-58,797
-36% -$2.08M 0.05% 194
2016
Q4 		$5.29M Sell
162,838
-82,009
-33% -$2.73M 0.08% 165
2016
Q3 		$9.19M Sell
244,847
-93,858
-28% -$3.62M 0.14% 135
2016
Q2 		$13.5M Sell
338,705
-269,369
-44% -$9.8M 0.21% 110
2016
Q1 		$20.4M Sell
608,074
-622,605
-51% -$17.9M 0.31% 89
2015
Q4 		$33.2M Sell
1,230,679
-713,123
-37% -$20.9M 0.46% 70
2015
Q3 		$60.3M Sell
1,943,802
-563,997
-22% -$16.8M 0.81% 33
2015
Q2 		$77.7M Sell
2,507,799
-84,900
-3% -$2.97M 0.85% 30
2015
Q1 		$94.6M Sell
2,592,699
-604,466
-19% -$23.3M 0.98% 24
2014
Q4 		$124M Sell
3,197,165
-219,011
-6% -$7.97M 1.28% 11
2014
Q3 		$112M Buy
3,416,176
+35,135
+1% +$1.14M 1.17% 17
2014
Q2 		$111M Hold
3,381,041
– – 1.08% 16
2014
Q1 		$86.2M Buy
3,381,041
+641,658
+23% +$16.4M 0.84% 31
2013
Q4 		$76.8M Buy
2,739,383
+713,307
+35% +$18.3M 0.75% 35
2013
Q3 		$50.6M Buy
+2,026,076
New +$51.5M 0.52% 60

Other funds holding IRM

Vanguard Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Wasatch Advisors's IRM Position: Q4 2017 in Review

Wasatch Advisors sold out of Iron Mountain (IRM) in Q4 2017, closing a stake of 28,731 shares — an estimated $1.12M sold.

Wasatch Advisors first reported a position in IRM in Q3 2013 and held it in 17 quarters. The position peaked at $124M in Q4 2014. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

  • Wasatch Advisors reported no remaining Iron Mountain position as of Q4 2017 after selling out during the quarter.
  • Wasatch Advisors sold 28,731 Iron Mountain shares in Q4 2017, an estimated $1.12M.
  • Wasatch Advisors first reported a position in Iron Mountain in Q3 2013 and held it in 17 quarters.
  • Wasatch Advisors's Iron Mountain position peaked at $124M in Q4 2014.
  • 476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Wasatch Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.