Advisory Research’s Iron Mountain IRM Stock Holding History

Advisory Research’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	–	Sell	-16,901	Closed	-$960K	–	456
2023 Q2	$960K	Hold	16,901	–	–	0.12%	206
2023 Q1	$894K	Hold	16,901	–	–	0.15%	175
2022 Q4	$843K	Hold	16,901	–	–	0.08%	181
2022 Q3	$743K	Hold	16,901	–	–	0.07%	191
2022 Q2	$823K	Hold	16,901	–	–	0.08%	179
2022 Q1	$936K	Hold	16,901	–	–	0.08%	190
2021 Q4	$884K	Hold	16,901	–	–	0.07%	209
2021 Q3	$734K	Hold	16,901	–	–	0.05%	224
2021 Q2	$715K	Buy	16,901 +5,781	+52%	+$242K	0.05%	237
2021 Q1	$412K	Buy	11,120 +2,275	+26%	+$76.1K	0.03%	285
2020 Q4	$261K	Buy	8,845 +860	+11%	+$23.9K	0.02%	301
2020 Q3	$214K	Hold	7,985	–	–	0.02%	293
2020 Q2	$208K	Buy	+7,985	New	+$202K	0.02%	303
2020 Q1	–	Sell	-8,327	Closed	-$265K	–	315
2019 Q4	$265K	Buy	+8,327	New	+$273K	0.01%	293
2014 Q2	–	Sell	-2,731	Closed	-$70K	–	496
2014 Q1	$70K	Buy	+2,731	New	+$69.9K	﹤0.01%	510

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

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

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

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

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

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

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

Advisory Research's IRM Position: Q3 2023 in Review

Advisory Research sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 16,901 shares — an estimated $960K sold.

Advisory Research first reported a position in IRM in Q1 2014 and held it in 15 quarters. The position peaked at $960K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Advisory Research reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 16,901 Iron Mountain shares in Q3 2023, an estimated $960K.
Advisory Research first reported a position in Iron Mountain in Q1 2014 and held it in 15 quarters.
Advisory Research's Iron Mountain position peaked at $960K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.