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Wharton Business Group’s Iron Mountain IRM Stock Holding History

Wharton Business Group’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
2015
Q2 		– Sell
-257,253
Closed -$9.38M – 139
2015
Q1 		$9.38M Buy
257,253
+18,493
+8% +$714K 0.77% 42
2014
Q4 		$9.23M Buy
238,760
+63,500
+36% +$2.31M 0.76% 44
2014
Q3 		$5.72M Buy
+175,260
New +$5.68M 0.51% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wharton Business Group's IRM Position: Q2 2015 in Review

Wharton Business Group sold out of Iron Mountain (IRM) in Q2 2015, closing a stake of 257,253 shares — an estimated $9.38M sold.

Wharton Business Group first reported a position in IRM in Q3 2014 and held it in 3 quarters. The position peaked at $9.38M in Q1 2015. 352 funds tracked by Wall St. Rank hold IRM as of Q2 2015.

  • Wharton Business Group reported no remaining Iron Mountain position as of Q2 2015 after selling out during the quarter.
  • Wharton Business Group sold 257,253 Iron Mountain shares in Q2 2015, an estimated $9.38M.
  • Wharton Business Group first reported a position in Iron Mountain in Q3 2014 and held it in 3 quarters.
  • Wharton Business Group's Iron Mountain position peaked at $9.38M in Q1 2015.
  • 352 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2015.

Based on Wharton Business Group's 13F filing for Q2 2015, filed 10 Aug 2015.