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Conning Inc’s Iron Mountain IRM Stock Holding History

Conning Inc’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
Q4 		– Sell
-1,794
Closed -$213K – 359
2024
Q3 		$213K Buy
+1,794
New +$192K 0.01% 343
2018
Q4 		– Sell
-20,714
Closed -$594K – 536
2018
Q3 		$594K Sell
20,714
-265
-1% -$9.44K 0.02% 344
2018
Q2 		$606K Buy
20,979
+130
+0.6% +$4.39K 0.02% 352
2018
Q1 		$543K Buy
20,849
+7,820
+60% +$264K 0.02% 378
2017
Q4 		$492K Buy
13,029
+7,550
+138% +$300K 0.02% 418
2017
Q3 		$213K Buy
+5,479
New +$205K 0.01% 566
2017
Q2 		– Sell
-5,661
Closed -$202K – 602
2017
Q1 		$202K Buy
+5,661
New +$200K 0.01% 585
2016
Q4 		– Sell
-7,211
Closed -$271K – 587
2016
Q3 		$271K Sell
7,211
-60
-0.8% -$2.31K 0.01% 519
2016
Q2 		$290K Buy
7,271
+640
+10% +$23.3K 0.01% 488
2016
Q1 		$225K Buy
+6,631
New +$190K 0.01% 540
2015
Q2 		– Sell
-6,019
Closed -$220K – 581
2015
Q1 		$220K Buy
6,019
+10
+0.2% +$386 0.01% 548
2014
Q4 		$232K Buy
+6,009
New +$219K 0.01% 536
2014
Q3 		– Sell
-6,414
Closed -$210K – 569
2014
Q2 		$210K Buy
+6,414
New +$174K 0.01% 548

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Conning Inc's IRM Position: Q4 2024 in Review

Conning Inc sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,794 shares — an estimated $213K sold.

Conning Inc first reported a position in IRM in Q2 2014 and held it in 13 quarters. The position peaked at $606K in Q2 2018. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Conning Inc reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Conning Inc sold 1,794 Iron Mountain shares in Q4 2024, an estimated $213K.
  • Conning Inc first reported a position in Iron Mountain in Q2 2014 and held it in 13 quarters.
  • Conning Inc's Iron Mountain position peaked at $606K in Q2 2018.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Conning Inc's 13F filing for Q4 2024, filed 28 Jan 2025.