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Balentine LLC’s Iron Mountain IRM Stock Holding History

Balentine LLC’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
2022
Q3 		– Sell
-4,820
Closed -$235K – 658
2022
Q2 		$235K Buy
+4,820
New +$254K 0.01% 494
2020
Q3 		– Sell
-634
Closed -$17K – 508
2020
Q2 		$17K Buy
+634
New +$16K ﹤0.01% 424
2019
Q4 		– Sell
-16
Closed -$1K – 673
2019
Q3 		$1K Buy
+16
New +$503 ﹤0.01% 689

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC's IRM Position: Q3 2022 in Review

Balentine LLC sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 4,820 shares — an estimated $235K sold.

Balentine LLC first reported a position in IRM in Q3 2019 and held it in 3 quarters. The position peaked at $235K in Q2 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Balentine LLC reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Balentine LLC sold 4,820 Iron Mountain shares in Q3 2022, an estimated $235K.
  • Balentine LLC first reported a position in Iron Mountain in Q3 2019 and held it in 3 quarters.
  • Balentine LLC's Iron Mountain position peaked at $235K in Q2 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Balentine LLC's 13F filing for Q3 2022, filed 26 Oct 2022.