Carmichael Hill & Associates’s Iron Mountain IRM Stock Holding History

Carmichael Hill & Associates’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 Q3	$17K	Hold	143	–	–	0.01%	523
2024 Q2	$12.8K	Hold	143	–	–	0.01%	541
2024 Q1	$11.5K	Hold	143	–	–	﹤0.01%	547
2023 Q4	$10K	Hold	143	–	–	﹤0.01%	571
2023 Q3	$8.5K	Hold	143	–	–	﹤0.01%	582
2023 Q2	$8.13K	Hold	143	–	–	﹤0.01%	588
2023 Q1	$7.57K	Hold	143	–	–	﹤0.01%	590
2022 Q4	$7.13K	Hold	143	–	–	﹤0.01%	597
2022 Q3	$6K	Hold	143	–	–	﹤0.01%	647
2022 Q2	$7K	Hold	143	–	–	﹤0.01%	616
2022 Q1	$8K	Hold	143	–	–	﹤0.01%	634
2021 Q4	$7K	Hold	143	–	–	﹤0.01%	667
2021 Q3	$6K	Hold	143	–	–	﹤0.01%	667
2021 Q2	$6K	Hold	143	–	–	﹤0.01%	654
2021 Q1	$5K	Hold	143	–	–	﹤0.01%	653
2020 Q4	$4K	Hold	143	–	–	﹤0.01%	652
2020 Q3	$4K	Hold	143	–	–	﹤0.01%	609
2020 Q2	$4K	Hold	143	–	–	﹤0.01%	572
2020 Q1	$3K	Hold	143	–	–	﹤0.01%	576
2019 Q4	$5K	Buy	+143	New	+$4.69K	﹤0.01%	555

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Carmichael Hill & Associates's IRM Position: Q3 2024 in Review

Carmichael Hill & Associates held its Iron Mountain (IRM) position steady in Q3 2024 at 143 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #523.

Carmichael Hill & Associates first reported a position in IRM in Q4 2019 and has held it in 20 quarters since. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Carmichael Hill & Associates held 143 shares of Iron Mountain worth $17K as of Q3 2024.
Carmichael Hill & Associates left its Iron Mountain share count unchanged in Q3 2024.
Iron Mountain made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #523 holding.
Carmichael Hill & Associates first reported a position in Iron Mountain in Q4 2019 and has held it in 20 quarters since.
1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.