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Water Island Capital’s Iron Mountain IRM Stock Holding History

Water Island Capital’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
Q4 		– Sell
-24,431
Closed -$798K – 120
2014
Q3 		$798K Buy
+24,431
New +$792K 0.03% 101

Other funds holding IRM

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Water Island Capital's IRM Position: Q4 2014 in Review

Water Island Capital sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 24,431 shares — an estimated $798K sold.

Water Island Capital first reported a position in IRM in Q3 2014 and held it in 1 quarter. The position peaked at $798K in Q3 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Water Island Capital reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
  • Water Island Capital sold 24,431 Iron Mountain shares in Q4 2014, an estimated $798K.
  • Water Island Capital first reported a position in Iron Mountain in Q3 2014 and held it in 1 quarter.
  • Water Island Capital's Iron Mountain position peaked at $798K in Q3 2014.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Water Island Capital's 13F filing for Q4 2014, filed 10 Feb 2015.