Carmel Capital Partners’s Iron Mountain IRM Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-4	Closed	-$238	–	412
2023 Q3	$238	Buy	+4	New	+$244	﹤0.01%	726

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Carmel Capital Partners's IRM Position: Q4 2023 in Review

Carmel Capital Partners sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 4 shares — an estimated $238 sold.

Carmel Capital Partners first reported a position in IRM in Q3 2023 and held it in 1 quarter. The position peaked at $238 in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Carmel Capital Partners reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 4 Iron Mountain shares in Q4 2023, an estimated $238.
Carmel Capital Partners first reported a position in Iron Mountain in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Iron Mountain position peaked at $238 in Q3 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.