Cambria Investment Management’s Iron Mountain IRM Stock Holding History

Cambria 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
2023 Q3	–	Sell	-5,111	Closed	-$290K	–	281
2023 Q2	$290K	Buy	+5,111	New	+$280K	0.02%	243
2021 Q3	–	Sell	-4,806	Closed	-$203K	–	247
2021 Q2	$203K	Buy	+4,806	New	+$202K	0.03%	211

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambria Investment Management's IRM Position: Q3 2023 in Review

Cambria Investment Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 5,111 shares — an estimated $290K sold.

Cambria Investment Management first reported a position in IRM in Q2 2021 and held it in 2 quarters. The position peaked at $290K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Cambria Investment Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Cambria Investment Management sold 5,111 Iron Mountain shares in Q3 2023, an estimated $290K.
Cambria Investment Management first reported a position in Iron Mountain in Q2 2021 and held it in 2 quarters.
Cambria Investment Management's Iron Mountain position peaked at $290K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Cambria Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.