AIM
IRM icon

Aquila Investment Management’s Iron Mountain IRM Stock Holding History

Aquila 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
2024
Q3 		$1.19M Hold
10,000
– – 1.32% 33
2024
Q2 		$896K Hold
10,000
– – 0.84% 47
2024
Q1 		$802K Hold
10,000
– – 0.68% 56
2023
Q4 		$700K Buy
+10,000
New +$627K 0.61% 65

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Aquila Investment Management's IRM Position: Q3 2024 in Review

Aquila Investment Management held its Iron Mountain (IRM) position steady in Q3 2024 at 10,000 shares worth $1.19M. The position accounts for 1.32% of the portfolio, ranked #33.

Aquila Investment Management first reported a position in IRM in Q4 2023 and has held it in 4 quarters since. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Aquila Investment Management held 10,000 shares of Iron Mountain worth $1.19M as of Q3 2024.
  • Aquila Investment Management left its Iron Mountain share count unchanged in Q3 2024.
  • Iron Mountain made up 1.32% of Aquila Investment Management's portfolio in Q3 2024, its #33 holding.
  • Aquila Investment Management first reported a position in Iron Mountain in Q4 2023 and has held it in 4 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.