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Yellowstone Partners’s Iron Mountain IRM Stock Holding History

Yellowstone Partners’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
Q2 		– Sell
-131,068
Closed -$3.34M – 185
2014
Q1 		$3.34M Buy
131,068
+22,036
+20% +$564K 2.1% 17
2013
Q4 		$3.06M Buy
+109,032
New +$2.79M 1.97% 17

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Yellowstone Partners's IRM Position: Q2 2014 in Review

Yellowstone Partners sold out of Iron Mountain (IRM) in Q2 2014, closing a stake of 131,068 shares — an estimated $3.34M sold.

Yellowstone Partners first reported a position in IRM in Q4 2013 and held it in 2 quarters. The position peaked at $3.34M in Q1 2014. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Yellowstone Partners reported no remaining Iron Mountain position as of Q2 2014 after selling out during the quarter.
  • Yellowstone Partners sold 131,068 Iron Mountain shares in Q2 2014, an estimated $3.34M.
  • Yellowstone Partners first reported a position in Iron Mountain in Q4 2013 and held it in 2 quarters.
  • Yellowstone Partners's Iron Mountain position peaked at $3.34M in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Yellowstone Partners's 13F filing for Q2 2014, filed 17 Aug 2016.