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Baker Ellis Asset Management’s Iron Mountain IRM Stock Holding History

Baker Ellis 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
2024
Q4 		– Sell
-1,875
Closed -$223K – 223
2024
Q3 		$223K Buy
+1,875
New +$201K 0.03% 207
2023
Q2 		– Sell
-77,305
Closed -$4.09M – 211
2023
Q1 		$4.09M Sell
77,305
-9,817
-11% -$514K 0.73% 47
2022
Q4 		$4.34M Sell
87,122
-3,645
-4% -$184K 0.84% 38
2022
Q3 		$3.99M Sell
90,767
-16,851
-16% -$851K 0.87% 35
2022
Q2 		$5.24M Buy
107,618
+390
+0.4% +$20.5K 1.09% 25
2022
Q1 		$5.94M Buy
107,228
+2,245
+2% +$107K 1.06% 25
2021
Q4 		$5.49M Buy
104,983
+1,297
+1% +$61.3K 0.97% 28
2021
Q3 		$4.49M Buy
103,686
+1,433
+1% +$64.5K 0.86% 33
2021
Q2 		$4.33M Buy
102,253
+6,652
+7% +$279K 0.85% 34
2021
Q1 		$3.54M Buy
95,601
+6,597
+7% +$221K 0.76% 39
2020
Q4 		$2.62M Buy
89,004
+8,445
+10% +$234K 0.63% 48
2020
Q3 		$2.16M Buy
80,559
+7,129
+10% +$203K 0.6% 49
2020
Q2 		$1.92M Buy
73,430
+11,660
+19% +$294K 0.57% 50
2020
Q1 		$1.47M Buy
61,770
+5,500
+10% +$166K 0.53% 51
2019
Q4 		$1.79M Buy
56,270
+3,000
+6% +$98.4K 0.5% 58
2019
Q3 		$1.73M Buy
53,270
+5,070
+11% +$159K 0.46% 62
2019
Q2 		$1.51M Buy
48,200
+10,200
+27% +$334K 0.4% 70
2019
Q1 		$1.35M Buy
38,000
+700
+2% +$24.7K 0.38% 75
2018
Q4 		$1.21M Buy
+37,300
New +$1.22M 0.37% 74

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Ellis Asset Management's IRM Position: Q4 2024 in Review

Baker Ellis Asset Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,875 shares — an estimated $223K sold.

Baker Ellis Asset Management first reported a position in IRM in Q4 2018 and held it in 19 quarters. The position peaked at $5.94M in Q1 2022. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Baker Ellis Asset Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Baker Ellis Asset Management sold 1,875 Iron Mountain shares in Q4 2024, an estimated $223K.
  • Baker Ellis Asset Management first reported a position in Iron Mountain in Q4 2018 and held it in 19 quarters.
  • Baker Ellis Asset Management's Iron Mountain position peaked at $5.94M in Q1 2022.
  • 1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Baker Ellis Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.