Benjamin F. Edwards & Company’s Iron Mountain IRM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$2.11M	Sell	23,553 -682	-3%	-$55.2K	0.04%	364
2024 Q1	$1.94M	Sell	24,235 -1,788	-7%	-$129K	0.04%	367
2023 Q4	$1.82M	Buy	26,023 +7,144	+38%	+$448K	0.04%	363
2023 Q3	$1.12M	Buy	18,879 +810	+4%	+$49.5K	0.04%	350
2023 Q2	$1.03M	Buy	18,069 +1,310	+8%	+$71.7K	0.04%	364
2023 Q1	$887K	Buy	16,759 +12,682	+311%	+$665K	0.04%	360
2022 Q4	$203K	Sell	4,077 -63	-2%	-$3.18K	0.01%	720
2022 Q3	$182K	Buy	4,140 +146	+4%	+$7.37K	0.01%	698
2022 Q2	$194K	Buy	3,994 +134	+3%	+$7.05K	0.01%	684
2022 Q1	$214K	Buy	3,860 +18	+0.5%	+$857	0.01%	669
2021 Q4	$201K	Buy	3,842 +80	+2%	+$3.78K	0.01%	688
2021 Q3	$163K	Buy	3,762 +649	+21%	+$29.2K	0.01%	722
2021 Q2	$132K	Hold	3,113	–	–	0.01%	771
2021 Q1	$115K	Buy	3,113 +20	+0.6%	+$669	0.01%	810
2020 Q4	$91K	Hold	3,093	–	–	0.01%	811
2020 Q3	$83K	Hold	3,093	–	–	0.01%	788
2020 Q2	$81K	Sell	3,093 -253	-8%	-$6.39K	0.01%	788
2020 Q1	$80K	Sell	3,346 -225	-6%	-$6.81K	0.01%	749
2019 Q4	$114K	Sell	3,571 -745	-17%	-$24.4K	0.01%	755
2019 Q3	$140K	Sell	4,316 -1,256	-23%	-$39.5K	0.01%	657
2019 Q2	$174K	Sell	5,572 -2,748	-33%	-$90.1K	0.01%	564
2019 Q1	$295K	Sell	8,320 -2,836	-25%	-$100K	0.03%	435
2018 Q4	$362K	Sell	11,156 -77	-0.7%	-$2.53K	0.04%	360
2018 Q3	$388K	Buy	11,233 +3,543	+46%	+$126K	0.04%	377
2018 Q2	$269K	Sell	7,690 -6,651	-46%	-$225K	0.03%	446
2018 Q1	$471K	Buy	14,341 +8,327	+138%	+$281K	0.05%	331
2017 Q4	$227K	Sell	6,014 -933	-13%	-$37K	0.02%	458
2017 Q3	$270K	Buy	6,947 +2	+0%	+$75	0.03%	389
2017 Q2	$239K	Buy	6,945 +1,636	+31%	+$57.2K	0.03%	398
2017 Q1	$189K	Buy	5,309 +550	+12%	+$19.5K	0.03%	414
2016 Q4	$155K	Buy	4,759 +1,202	+34%	+$40K	0.03%	417
2016 Q3	$133K	Buy	3,557 +2	+0.1%	+$77	0.02%	393
2016 Q2	$142K	Buy	3,555 +351	+11%	+$12.8K	0.03%	356
2016 Q1	$109K	Buy	3,204 +2	+0.1%	+$57	0.02%	384
2015 Q4	$86K	Buy	3,202 +2	+0.1%	+$59	0.02%	429
2015 Q3	$99K	Buy	3,200 +1	+0%	+$30	0.02%	412
2015 Q2	$99K	Buy	3,199 +3,095	+2,976%	+$108K	0.02%	464
2015 Q1	$4K	Buy	104 +1	+1%	+$39	﹤0.01%	1019
2014 Q4	$4K	Sell	103 -22	-18%	-$800	﹤0.01%	915
2014 Q3	$4K	Sell	125 -9	-7%	-$292	﹤0.01%	882
2014 Q2	$4K	Buy	134 +2	+2%	+$54	﹤0.01%	838
2014 Q1	$3K	Buy	132 +1	+0.8%	+$26	﹤0.01%	819
2013 Q4	$4K	Sell	131 -120	-48%	-$3.07K	﹤0.01%	764
2013 Q3	$6K	Buy	251 +1	+0.4%	+$25	﹤0.01%	678
2013 Q2	$6K	Buy	+250	New	+$8.07K	﹤0.01%	647

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's IRM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Iron Mountain (IRM) stake by 2.8% in Q2 2024, selling an estimated $55.2K and leaving 23,553 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #364.

Benjamin F. Edwards & Company first reported a position in IRM in Q2 2013 and has held it in 45 quarters since. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Benjamin F. Edwards & Company held 23,553 shares of Iron Mountain worth $2.11M as of Q2 2024.
Benjamin F. Edwards & Company sold 682 Iron Mountain shares in Q2 2024, an estimated $55.2K.
Iron Mountain made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #364 holding.
Benjamin F. Edwards & Company first reported a position in Iron Mountain in Q2 2013 and has held it in 45 quarters since.
966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.