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Caldwell Investment Management’s Iron Mountain IRM Stock Holding History

Caldwell Investment 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
Q4 		– Sell
-5,900
Closed -$688K – 36
2024
Q3 		$688K Buy
+5,900
New +$631K 0.48% 31

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

Caldwell Investment Management's IRM Position: Q4 2024 in Review

Caldwell Investment Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 5,900 shares — an estimated $688K sold.

Caldwell Investment Management first reported a position in IRM in Q3 2024 and held it in 1 quarter. The position peaked at $688K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Caldwell Investment Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 5,900 Iron Mountain shares in Q4 2024, an estimated $688K.
  • Caldwell Investment Management first reported a position in Iron Mountain in Q3 2024 and held it in 1 quarter.
  • Caldwell Investment Management's Iron Mountain position peaked at $688K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Caldwell Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.