Anchor Investment Management’s Iron Mountain IRM Stock Holding History

Anchor Investment 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
2023 Q4	–	Sell	-135	Closed	-$8.03K	–	977
2023 Q3	$8.03K	Hold	135	–	–	﹤0.01%	777
2023 Q2	$7.67K	Buy	+135	New	+$7.39K	﹤0.01%	778
2020 Q4	–	Sell	-8,800	Closed	-$236K	–	938
2020 Q3	$236K	Hold	8,800	–	–	0.05%	251
2020 Q2	$230K	Hold	8,800	–	–	0.05%	242
2020 Q1	$209K	Hold	8,800	–	–	0.05%	233
2019 Q4	$280K	Hold	8,800	–	–	0.06%	235
2019 Q3	$285K	Hold	8,800	–	–	0.07%	234
2019 Q2	$275K	Sell	8,800 -100	-1%	-$3.28K	0.07%	239
2019 Q1	$316K	Hold	8,900	–	–	0.08%	213
2018 Q4	$288K	Sell	8,900 -100	-1%	-$3.28K	0.08%	213
2018 Q3	$311K	Hold	9,000	–	–	0.07%	238
2018 Q2	$315K	Hold	9,000	–	–	0.08%	235
2018 Q1	$296K	Buy	+9,000	New	+$303K	0.08%	239

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's IRM Position: Q4 2023 in Review

Anchor Investment Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 135 shares — an estimated $8.03K sold.

Anchor Investment Management first reported a position in IRM in Q1 2018 and held it in 13 quarters. The position peaked at $316K in Q1 2019. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Anchor Investment Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 135 Iron Mountain shares in Q4 2023, an estimated $8.03K.
Anchor Investment Management first reported a position in Iron Mountain in Q1 2018 and held it in 13 quarters.
Anchor Investment Management's Iron Mountain position peaked at $316K in Q1 2019.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.