Bartlett & Co’s Iron Mountain IRM Stock Holding History

Bartlett & Co’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	$31K	Buy	440 +370	+529%	+$23.2K	﹤0.01%	786
2023 Q3	$4K	Hold	70	–	–	﹤0.01%	1018
2023 Q2	$4K	Hold	70	–	–	﹤0.01%	1011
2023 Q1	$4K	Hold	70	–	–	﹤0.01%	926
2022 Q4	$4K	Hold	70	–	–	﹤0.01%	946
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	995
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	1120
2022 Q1	$4K	Buy	+70	New	+$3.33K	﹤0.01%	937
2021 Q1	–	Sell	-546	Closed	-$16K	–	1111
2020 Q4	$16K	Hold	546	–	–	﹤0.01%	688
2020 Q3	$15K	Hold	546	–	–	﹤0.01%	645
2020 Q2	$14K	Hold	546	–	–	﹤0.01%	647
2020 Q1	$13K	Buy	+546	New	+$16.5K	﹤0.01%	627
2019 Q3	$18K	Buy	+546	New	+$17.1K	﹤0.01%	667
2018 Q3	–	Sell	-188	Closed	-$7K	–	711
2018 Q2	$7K	Buy	+188	New	+$6.35K	﹤0.01%	615

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bartlett & Co's IRM Position: Q4 2023 in Review

Bartlett & Co increased its Iron Mountain (IRM) stake by 529% in Q4 2023, buying an estimated $23.2K and bringing the position to 440 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Bartlett & Co first reported a position in IRM in Q2 2018 and has held it in 14 quarters since. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Bartlett & Co held 440 shares of Iron Mountain worth $31K as of Q4 2023.
Bartlett & Co bought 370 Iron Mountain shares in Q4 2023, an estimated $23.2K.
Iron Mountain made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #786 holding.
Bartlett & Co first reported a position in Iron Mountain in Q2 2018 and has held it in 14 quarters since.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.