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Caldwell Sutter Capital’s Iron Mountain IRM Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-25
Closed -$1.75K – 951
2023
Q4 		$1.75K Hold
25
– – ﹤0.01% 773
2023
Q3 		$1.49K Sell
25
-25
-50% -$1.53K ﹤0.01% 764
2023
Q2 		$2.84K Buy
+50
New +$2.74K ﹤0.01% 687

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's IRM Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 25 shares — an estimated $1.75K sold.

Caldwell Sutter Capital first reported a position in IRM in Q2 2023 and held it in 3 quarters. The position peaked at $2.84K in Q2 2023. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 25 Iron Mountain shares in Q1 2024, an estimated $1.75K.
  • Caldwell Sutter Capital first reported a position in Iron Mountain in Q2 2023 and held it in 3 quarters.
  • Caldwell Sutter Capital's Iron Mountain position peaked at $2.84K in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.