Cipher Capital’s Iron Mountain IRM Stock Holding History

Cipher 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	-9,441	Closed	-$661K	–	529
2023 Q4	$661K	Buy	+9,441	New	+$592K	0.21%	153
2023 Q3	–	Sell	-20,956	Closed	-$1.19M	–	461
2023 Q2	$1.19M	Buy	20,956 +8,635	+70%	+$473K	0.2%	174
2023 Q1	$652K	Sell	12,321 -21,286	-63%	-$1.12M	0.12%	265
2022 Q4	$1.68M	Buy	+33,607	New	+$1.7M	0.32%	104
2021 Q2	$1.07M	Sell	25,409 -59,016	-70%	-$2.48M	0.59%	50
2021 Q1	$3.13M	Sell	84,425 -13,489	-14%	-$451K	0.37%	86
2020 Q4	$2.89M	Sell	97,914 -32,663	-25%	-$906K	0.35%	85
2020 Q3	$3.5M	Buy	130,577 +64,582	+98%	+$1.84M	0.46%	52
2020 Q2	$1.72M	Buy	+65,995	New	+$1.67M	0.27%	113
2019 Q4	–	Sell	-58,640	Closed	-$1.9M	–	570
2019 Q3	$1.9M	Buy	58,640 +44,828	+325%	+$1.41M	0.15%	211
2019 Q2	$432K	Sell	13,812 -41,166	-75%	-$1.35M	0.04%	401
2019 Q1	$1.95M	Buy	54,978 +42,180	+330%	+$1.49M	0.15%	195
2018 Q4	$415K	Sell	12,798 -35,035	-73%	-$1.15M	0.06%	378
2018 Q3	$1.65M	Buy	47,833 +1,726	+4%	+$61.5K	0.31%	99
2018 Q2	$1.61M	Buy	+46,107	New	+$1.56M	0.33%	92
2018 Q1	–	Sell	-6,550	Closed	-$247K	–	624
2017 Q4	$247K	Sell	6,550 -15,546	-70%	-$617K	0.02%	557
2017 Q3	$860K	Buy	+22,096	New	+$826K	0.06%	408
2017 Q2	–	Sell	-8,462	Closed	-$302K	–	626
2017 Q1	$302K	Sell	8,462 -6,571	-44%	-$233K	0.02%	525
2016 Q4	$489K	Sell	15,033 -11,335	-43%	-$377K	0.03%	512
2016 Q3	$990K	Buy	+26,368	New	+$1.02M	0.06%	449
2014 Q3	–	Sell	-29,572	Closed	-$969K	–	447
2014 Q2	$969K	Buy	+29,572	New	+$802K	0.31%	106

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

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

Cipher Capital's IRM Position: Q1 2024 in Review

Cipher Capital sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 9,441 shares — an estimated $661K sold.

Cipher Capital first reported a position in IRM in Q2 2014 and held it in 21 quarters. The position peaked at $3.5M in Q3 2020. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Cipher Capital reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
Cipher Capital sold 9,441 Iron Mountain shares in Q1 2024, an estimated $661K.
Cipher Capital first reported a position in Iron Mountain in Q2 2014 and held it in 21 quarters.
Cipher Capital's Iron Mountain position peaked at $3.5M in Q3 2020.
940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.