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Westchester Capital Management (New York)’s Iron Mountain IRM Stock Holding History

Westchester Capital Management (New York)’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
-27,600
Closed -$901K – 127
2014
Q3 		$901K Sell
27,600
-2,065,962
-99% -$67M 0.01% 128
2014
Q2 		$68.6M Buy
2,093,562
+462,985
+28% +$12.6M 0.88% 48
2014
Q1 		$41.5M Buy
1,630,577
+971,419
+147% +$24.8M 0.54% 75
2013
Q4 		$18.5M Buy
+659,158
New +$16.9M 0.27% 92

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Westchester Capital Management (New York)'s IRM Position: Q4 2014 in Review

Westchester Capital Management (New York) sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 27,600 shares — an estimated $901K sold.

Westchester Capital Management (New York) first reported a position in IRM in Q4 2013 and held it in 4 quarters. The position peaked at $68.6M in Q2 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Westchester Capital Management (New York) reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 27,600 Iron Mountain shares in Q4 2014, an estimated $901K.
  • Westchester Capital Management (New York) first reported a position in Iron Mountain in Q4 2013 and held it in 4 quarters.
  • Westchester Capital Management (New York)'s Iron Mountain position peaked at $68.6M in Q2 2014.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2014, filed 17 Feb 2015.