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Berger Financial Group’s Iron Mountain IRM Stock Holding History

Berger Financial Group’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
-1,837
Closed -$218K – 424
2024
Q3 		$218K Buy
+1,837
New +$196K 0.02% 368
2023
Q1 		– Sell
-104,120
Closed -$5.19M – 280
2022
Q4 		$5.19M Buy
104,120
+1,918
+2% +$96.8K 0.68% 43
2022
Q3 		$4.49M Buy
102,202
+1,361
+1% +$68.7K 0.66% 38
2022
Q2 		$4.91M Sell
100,841
-1,514
-1% -$79.7K 0.72% 36
2022
Q1 		$5.67M Sell
102,355
-22,880
-18% -$1.09M 0.72% 28
2021
Q4 		$6.55M Buy
125,235
+691
+0.6% +$32.7K 0.87% 29
2021
Q3 		$5.41M Sell
124,544
-2,919
-2% -$131K 0.98% 27
2021
Q2 		$5.39M Sell
127,463
-1,609
-1% -$67.5K 0.98% 26
2021
Q1 		$4.78M Buy
+129,072
New +$4.32M 1.04% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berger Financial Group's IRM Position: Q4 2024 in Review

Berger Financial Group sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,837 shares — an estimated $218K sold.

Berger Financial Group first reported a position in IRM in Q1 2021 and held it in 9 quarters. The position peaked at $6.55M in Q4 2021. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Berger Financial Group reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 1,837 Iron Mountain shares in Q4 2024, an estimated $218K.
  • Berger Financial Group first reported a position in Iron Mountain in Q1 2021 and held it in 9 quarters.
  • Berger Financial Group's Iron Mountain position peaked at $6.55M in Q4 2021.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.