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Boenning & Scattergood’s Iron Mountain IRM Stock Holding History

Boenning & Scattergood’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
Q4 		$1.26M Buy
22,800
+600
+3% +$30.3K 0.2% 127
2022
Q3 		$976K Sell
22,200
-500
-2% -$25.2K 0.2% 126
2022
Q2 		$1.1M Sell
22,700
-100
-0.4% -$5.26K 0.21% 117
2022
Q1 		$1.26M Buy
22,800
+400
+2% +$19.1K 0.2% 127
2021
Q4 		$1.17M Hold
22,400
– – 0.19% 136
2021
Q3 		$973K Hold
22,400
– – 0.17% 142
2021
Q2 		$948K Hold
22,400
– – 0.17% 150
2021
Q1 		$829K Sell
22,400
-250
-1% -$8.36K 0.16% 156
2020
Q4 		$668K Buy
22,650
+1,300
+6% +$36.1K 0.14% 165
2020
Q3 		$572K Buy
21,350
+150
+0.7% +$4.27K 0.14% 173
2020
Q2 		$553K Sell
21,200
-500
-2% -$12.6K 0.15% 162
2020
Q1 		$516K Sell
21,700
-900
-4% -$27.2K 0.18% 138
2019
Q4 		$720K Buy
+22,600
New +$741K 0.19% 132

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Boenning & Scattergood's IRM Position: Q4 2022 in Review

Boenning & Scattergood increased its Iron Mountain (IRM) stake by 2.7% in Q4 2022, buying an estimated $30.3K and bringing the position to 22,800 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #127.

Boenning & Scattergood first reported a position in IRM in Q4 2019 and has held it in 13 quarters since. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Boenning & Scattergood held 22,800 shares of Iron Mountain worth $1.26M as of Q4 2022.
  • Boenning & Scattergood bought 600 Iron Mountain shares in Q4 2022, an estimated $30.3K.
  • Iron Mountain made up 0.2% of Boenning & Scattergood's portfolio in Q4 2022, its #127 holding.
  • Boenning & Scattergood first reported a position in Iron Mountain in Q4 2019 and has held it in 13 quarters since.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.