WIL
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Winifred I. Li’s Iron Mountain IRM Stock Holding History

Winifred I. Li’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 		$1K Buy
17
+12
+240% +$436 ﹤0.01% 501
2014
Q3 		$0 Buy
+5
New +$162 ﹤0.01% 459

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

Winifred I. Li's IRM Position: Q4 2014 in Review

Winifred I. Li increased its Iron Mountain (IRM) stake by 240% in Q4 2014, buying an estimated $436 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Winifred I. Li first reported a position in IRM in Q3 2014 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Winifred I. Li held 17 shares of Iron Mountain worth $1K as of Q4 2014.
  • Winifred I. Li bought 12 Iron Mountain shares in Q4 2014, an estimated $436.
  • Iron Mountain made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #501 holding.
  • Winifred I. Li first reported a position in Iron Mountain in Q3 2014 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.