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Colony Group’s Iron Mountain IRM Stock Holding History

Colony Group’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 		$1.01M Buy
16,934
+425
+3% +$26K 0.02% 425
2023
Q2 		$938K Buy
16,509
+39
+0.2% +$2.13K 0.01% 446
2023
Q1 		$871K Buy
16,470
+11,580
+237% +$607K 0.01% 459
2022
Q4 		$244K Hold
4,890
– – ﹤0.01% 752
2022
Q3 		$215K Sell
4,890
-739
-13% -$37.3K ﹤0.01% 724
2022
Q2 		$274K Hold
5,629
– – ﹤0.01% 711
2022
Q1 		$312K Buy
+5,629
New +$268K ﹤0.01% 715
2016
Q1 		– Sell
-16,045
Closed -$433K – 432
2015
Q4 		$433K Sell
16,045
-1,485
-8% -$43.6K 0.04% 269
2015
Q3 		$544K Buy
17,530
+654
+4% +$19.5K 0.06% 234
2015
Q2 		$523K Buy
16,876
+3,779
+29% +$132K 0.06% 262
2015
Q1 		$478K Sell
13,097
-3,699
-22% -$143K 0.05% 224
2014
Q4 		$649K Buy
16,796
+2,432
+17% +$88.5K 0.07% 227
2014
Q3 		$469K Buy
+14,364
New +$466K 0.05% 240

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Colony Group's IRM Position: Q3 2023 in Review

Colony Group increased its Iron Mountain (IRM) stake by 2.6% in Q3 2023, buying an estimated $26K and bringing the position to 16,934 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #425.

Colony Group first reported a position in IRM in Q3 2014 and has held it in 13 quarters since. 832 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Colony Group held 16,934 shares of Iron Mountain worth $1.01M as of Q3 2023.
  • Colony Group bought 425 Iron Mountain shares in Q3 2023, an estimated $26K.
  • Iron Mountain made up 0.02% of Colony Group's portfolio in Q3 2023, its #425 holding.
  • Colony Group first reported a position in Iron Mountain in Q3 2014 and has held it in 13 quarters since.
  • 832 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.