BFM
IRM icon

Boston Financial Management’s Iron Mountain IRM Stock Holding History

Boston Financial Management’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
Q3 		– Sell
-3,100
Closed -$278K – 333
2024
Q2 		$278K Hold
3,100
– – 0.01% 291
2024
Q1 		$249K Hold
3,100
– – 0.01% 304
2023
Q4 		$217K Buy
+3,100
New +$194K 0.01% 305
2023
Q3 		– Sell
-4,260
Closed -$242K – 309
2023
Q2 		$242K Sell
4,260
-340
-7% -$18.6K 0.01% 290
2023
Q1 		$243K Hold
4,600
– – 0.01% 290
2022
Q4 		$229K Hold
4,600
– – 0.01% 294
2022
Q3 		$202K Buy
+4,600
New +$232K 0.01% 296

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Financial Management's IRM Position: Q3 2024 in Review

Boston Financial Management sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 3,100 shares — an estimated $278K sold.

Boston Financial Management first reported a position in IRM in Q3 2022 and held it in 7 quarters. The position peaked at $278K in Q2 2024. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Boston Financial Management reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Boston Financial Management sold 3,100 Iron Mountain shares in Q3 2024, an estimated $278K.
  • Boston Financial Management first reported a position in Iron Mountain in Q3 2022 and held it in 7 quarters.
  • Boston Financial Management's Iron Mountain position peaked at $278K in Q2 2024.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Boston Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.