Zevin Asset Management’s Iron Mountain IRM Stock Holding History

Zevin Asset Management’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
2019 Q1	–	Sell	-9,200	Closed	-$298K	–	90
2018 Q4	$298K	Hold	9,200	–	–	0.11%	78
2018 Q3	$318K	Hold	9,200	–	–	0.09%	83
2018 Q2	$322K	Buy	+9,200	New	+$311K	0.1%	83

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Zevin Asset Management's IRM Position: Q1 2019 in Review

Zevin Asset Management sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 9,200 shares — an estimated $298K sold.

Zevin Asset Management first reported a position in IRM in Q2 2018 and held it in 3 quarters. The position peaked at $322K in Q2 2018. 536 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

Zevin Asset Management reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
Zevin Asset Management sold 9,200 Iron Mountain shares in Q1 2019, an estimated $298K.
Zevin Asset Management first reported a position in Iron Mountain in Q2 2018 and held it in 3 quarters.
Zevin Asset Management's Iron Mountain position peaked at $322K in Q2 2018.
536 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on Zevin Asset Management's 13F filing for Q1 2019, filed 29 Apr 2019.