Cadence Bank’s Iron Mountain IRM Stock Holding History

Cadence Bank’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	–	Sell	-5,318	Closed	-$427K	–	321
2024 Q1	$427K	Hold	5,318	–	–	0.03%	237
2023 Q4	$372K	Hold	5,318	–	–	0.03%	253
2023 Q3	$316K	Hold	5,318	–	–	0.03%	262
2023 Q2	$302K	Buy	+5,318	New	+$291K	0.03%	279

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

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

Cadence Bank's IRM Position: Q2 2024 in Review

Cadence Bank sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 5,318 shares — an estimated $427K sold.

Cadence Bank first reported a position in IRM in Q2 2023 and held it in 4 quarters. The position peaked at $427K in Q1 2024. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Cadence Bank reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
Cadence Bank sold 5,318 Iron Mountain shares in Q2 2024, an estimated $427K.
Cadence Bank first reported a position in Iron Mountain in Q2 2023 and held it in 4 quarters.
Cadence Bank's Iron Mountain position peaked at $427K in Q1 2024.
965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Cadence Bank's 13F filing for Q2 2024, filed 13 Aug 2024.