AlphaMark Advisors’s Iron Mountain IRM Stock Holding History

AlphaMark 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
2024 Q4	$31K	Sell	291 -298	-51%	-$35K	0.01%	300
2024 Q3	$70K	Sell	589 -22	-4%	-$2.35K	0.02%	311
2024 Q2	$55K	Buy	611 +3	+0.5%	+$243	0.02%	334
2024 Q1	$49K	Sell	608 -178	-23%	-$12.9K	0.02%	350
2023 Q4	$55K	Buy	786 +2	+0.3%	+$125	0.02%	333
2023 Q3	$47K	Buy	784 +18	+2%	+$1.1K	0.02%	335
2023 Q2	$44K	Buy	766 +366	+92%	+$20K	0.02%	238
2023 Q1	$21K	Hold	400	–	–	0.01%	309
2022 Q4	$20K	Hold	400	–	–	0.01%	290
2022 Q3	$18K	Hold	400	–	–	0.01%	342
2022 Q2	$19K	Hold	400	–	–	0.01%	322
2022 Q1	$22K	Buy	+400	New	+$19.1K	0.01%	318
2021 Q4	–	Sell	-400	Closed	-$17K	–	594
2021 Q3	$17K	Hold	400	–	–	0.01%	352
2021 Q2	$17K	Hold	400	–	–	0.01%	348
2021 Q1	$15K	Hold	400	–	–	0.01%	356
2020 Q4	$12K	Hold	400	–	–	﹤0.01%	351
2020 Q3	$11K	Buy	400 +200	+100%	+$5.69K	﹤0.01%	350
2020 Q2	$5K	Buy	+200	New	+$5.05K	﹤0.01%	432

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AlphaMark Advisors's IRM Position: Q4 2024 in Review

AlphaMark Advisors reduced its Iron Mountain (IRM) stake by 51% in Q4 2024, selling an estimated $35K and leaving 291 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #300.

AlphaMark Advisors first reported a position in IRM in Q2 2020 and has held it in 18 quarters since. The position peaked at $70K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

AlphaMark Advisors held 291 shares of Iron Mountain worth $31K as of Q4 2024.
AlphaMark Advisors sold 298 Iron Mountain shares in Q4 2024, an estimated $35K.
Iron Mountain made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #300 holding.
AlphaMark Advisors first reported a position in Iron Mountain in Q2 2020 and has held it in 18 quarters since.
AlphaMark Advisors's Iron Mountain position peaked at $70K in Q3 2024.
1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.