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Choate Investment Advisors’s Iron Mountain IRM Stock Holding History

Choate Investment Advisors’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
Q2 		– Sell
-5,107
Closed -$410K – 390
2024
Q1 		$410K Sell
5,107
-150
-3% -$10.9K 0.01% 288
2023
Q4 		$368K Sell
5,257
-44
-0.8% -$2.76K 0.01% 285
2023
Q3 		$315K Buy
+5,301
New +$324K 0.01% 289

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choate Investment Advisors's IRM Position: Q2 2024 in Review

Choate Investment Advisors sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 5,107 shares — an estimated $410K sold.

Choate Investment Advisors first reported a position in IRM in Q3 2023 and held it in 3 quarters. The position peaked at $410K in Q1 2024. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Choate Investment Advisors reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 5,107 Iron Mountain shares in Q2 2024, an estimated $410K.
  • Choate Investment Advisors first reported a position in Iron Mountain in Q3 2023 and held it in 3 quarters.
  • Choate Investment Advisors's Iron Mountain position peaked at $410K in Q1 2024.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.