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Advisor Partners II’s Iron Mountain IRM Stock Holding History

Advisor Partners II’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
Q3 		$956K Buy
16,077
+1,638
+11% +$100K 0.04% 494
2023
Q2 		$820K Buy
14,439
+825
+6% +$45.2K 0.04% 448
2023
Q1 		$720K Sell
13,614
-505
-4% -$26.5K 0.04% 437
2022
Q4 		$704K Sell
14,119
-49
-0.3% -$2.47K 0.04% 422
2022
Q3 		$623K Buy
+14,168
New +$715K 0.05% 402

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Partners II's IRM Position: Q3 2023 in Review

Advisor Partners II increased its Iron Mountain (IRM) stake by 11% in Q3 2023, buying an estimated $100K and bringing the position to 16,077 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #494.

Advisor Partners II first reported a position in IRM in Q3 2022 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Advisor Partners II held 16,077 shares of Iron Mountain worth $956K as of Q3 2023.
  • Advisor Partners II bought 1,638 Iron Mountain shares in Q3 2023, an estimated $100K.
  • Iron Mountain made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #494 holding.
  • Advisor Partners II first reported a position in Iron Mountain in Q3 2022 and has held it in 5 quarters since.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.