Cubic Asset Management’s Iron Mountain IRM Stock Holding History

Cubic Asset Management’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	$2.21M	Hold	27,525	–	–	0.52%	56
2023 Q4	$1.93M	Hold	27,525	–	–	0.49%	58
2023 Q3	$1.64M	Hold	27,525	–	–	0.45%	65
2023 Q2	$1.56M	Hold	27,525	–	–	0.42%	64
2023 Q1	$1.46M	Sell	27,525 -180	-0.6%	-$9.43K	0.41%	64
2022 Q4	$1.38M	Hold	27,705	–	–	0.39%	67
2022 Q3	$1.22M	Sell	27,705 -300	-1%	-$15.2K	0.36%	70
2022 Q2	$1.36M	Hold	28,005	–	–	0.37%	70
2022 Q1	$1.55M	Hold	28,005	–	–	0.36%	69
2021 Q4	$1.47M	Hold	28,005	–	–	0.33%	74
2021 Q3	$1.22M	Hold	28,005	–	–	0.3%	75
2021 Q2	$1.19M	Sell	28,005 -350	-1%	-$14.7K	0.29%	78
2021 Q1	$1.05M	Buy	28,355 +2,005	+8%	+$67K	0.28%	84
2020 Q4	$777K	Buy	+26,350	New	+$731K	0.23%	92

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

Cubic Asset Management's IRM Position: Q1 2024 in Review

Cubic Asset Management held its Iron Mountain (IRM) position steady in Q1 2024 at 27,525 shares worth $2.21M. The position accounts for 0.52% of the portfolio, ranked #56.

Cubic Asset Management first reported a position in IRM in Q4 2020 and has held it in 14 quarters since. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Cubic Asset Management held 27,525 shares of Iron Mountain worth $2.21M as of Q1 2024.
Cubic Asset Management left its Iron Mountain share count unchanged in Q1 2024.
Iron Mountain made up 0.52% of Cubic Asset Management's portfolio in Q1 2024, its #56 holding.
Cubic Asset Management first reported a position in Iron Mountain in Q4 2020 and has held it in 14 quarters since.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Cubic Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.