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Aureus Asset Management’s Iron Mountain IRM Stock Holding History

Aureus Asset 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
-4,965
Closed -$295K – 207
2023
Q3 		$295K Buy
+4,965
New +$303K 0.02% 157
2018
Q3 		– Sell
-15,931
Closed -$558K – 193
2018
Q2 		$558K Buy
15,931
+3,518
+28% +$119K 0.08% 110
2018
Q1 		$408K Buy
12,413
+1,390
+13% +$46.8K 0.06% 116
2017
Q4 		$416K Buy
11,023
+2,180
+25% +$86.5K 0.06% 125
2017
Q3 		$344K Buy
8,843
+1,660
+23% +$62K 0.05% 134
2017
Q2 		$247K Buy
7,183
+710
+11% +$24.8K 0.04% 142
2017
Q1 		$226K Buy
6,473
+280
+5% +$9.91K 0.04% 161
2016
Q4 		$201K Buy
+6,193
New +$206K 0.04% 157

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Aureus Asset Management's IRM Position: Q4 2023 in Review

Aureus Asset Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 4,965 shares — an estimated $295K sold.

Aureus Asset Management first reported a position in IRM in Q4 2016 and held it in 8 quarters. The position peaked at $558K in Q2 2018. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Aureus Asset Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
  • Aureus Asset Management sold 4,965 Iron Mountain shares in Q4 2023, an estimated $295K.
  • Aureus Asset Management first reported a position in Iron Mountain in Q4 2016 and held it in 8 quarters.
  • Aureus Asset Management's Iron Mountain position peaked at $558K in Q2 2018.
  • 891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Aureus Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.