Abacus FCF Advisors’s Iron Mountain IRM Stock Holding History

Abacus FCF Advisors’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
2023 Q2	–	Sell	-21,953	Closed	-$1.16M	–	144
2023 Q1	$1.16M	Buy	21,953 +2,860	+15%	+$150K	0.62%	55
2022 Q4	$952K	Sell	19,093 -429	-2%	-$21.7K	0.62%	62
2022 Q3	$858K	Sell	19,522 -7,293	-27%	-$368K	0.59%	68
2022 Q2	$1.31M	Sell	26,815 -1,098	-4%	-$57.8K	0.8%	41
2022 Q1	$1.55M	Buy	27,913 +727	+3%	+$34.6K	0.52%	71
2021 Q4	$1.42M	Hold	27,186	–	–	0.7%	58
2021 Q3	$1.2M	Buy	27,186 +6,318	+30%	+$284K	0.58%	78
2021 Q2	$900K	Buy	20,868 +3,990	+24%	+$167K	0.46%	108
2021 Q1	$629K	Buy	+16,878	New	+$564K	0.32%	117

Other funds holding IRM

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abacus FCF Advisors's IRM Position: Q2 2023 in Review

Abacus FCF Advisors sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 21,953 shares — an estimated $1.16M sold.

Abacus FCF Advisors first reported a position in IRM in Q1 2021 and held it in 9 quarters. The position peaked at $1.55M in Q1 2022. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

Abacus FCF Advisors reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
Abacus FCF Advisors sold 21,953 Iron Mountain shares in Q2 2023, an estimated $1.16M.
Abacus FCF Advisors first reported a position in Iron Mountain in Q1 2021 and held it in 9 quarters.
Abacus FCF Advisors's Iron Mountain position peaked at $1.55M in Q1 2022.
816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Abacus FCF Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.