Cullinan Associates’s Iron Mountain IRM Stock Holding History

Cullinan Associates’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 Q1	–	Sell	-5,125	Closed	-$255K	–	261
2022 Q4	$255K	Hold	5,125	–	–	0.01%	255
2022 Q3	$225K	Hold	5,125	–	–	0.01%	220
2022 Q2	$250K	Hold	5,125	–	–	0.02%	210
2022 Q1	$284K	Hold	5,125	–	–	0.01%	216
2021 Q4	$268K	Hold	5,125	–	–	0.01%	214
2021 Q3	$223K	Hold	5,125	–	–	0.01%	221
2021 Q2	$217K	Sell	5,125 -7,676	-60%	-$322K	0.01%	214
2021 Q1	$474K	Buy	12,801 +1,100	+9%	+$36.8K	0.03%	160
2020 Q4	$345K	Hold	11,701	–	–	0.02%	165
2020 Q3	$313K	Buy	11,701 +1,500	+15%	+$42.7K	0.02%	158
2020 Q2	$266K	Hold	10,201	–	–	0.02%	165
2020 Q1	$243K	Hold	10,201	–	–	0.02%	159
2019 Q4	$325K	Hold	10,201	–	–	0.02%	159
2019 Q3	$330K	Sell	10,201 -3,371	-25%	-$106K	0.02%	159
2019 Q2	$425K	Hold	13,572	–	–	0.03%	152
2019 Q1	$481K	Hold	13,572	–	–	0.04%	148
2018 Q4	$440K	Sell	13,572 -3,400	-20%	-$112K	0.04%	146
2018 Q3	$586K	Sell	16,972 -3,500	-17%	-$125K	0.04%	146
2018 Q2	$717K	Hold	20,472	–	–	0.05%	140
2018 Q1	$673K	Hold	20,472	–	–	0.05%	146
2017 Q4	$772K	Hold	20,472	–	–	0.06%	142
2017 Q3	$796K	Sell	20,472 -10,236	-33%	-$382K	0.06%	143
2017 Q2	$1.05M	Hold	30,708	–	–	0.08%	142
2017 Q1	$1.09M	Buy	+30,708	New	+$1.09M	0.09%	140

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cullinan Associates's IRM Position: Q1 2023 in Review

Cullinan Associates sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 5,125 shares — an estimated $255K sold.

Cullinan Associates first reported a position in IRM in Q1 2017 and held it in 24 quarters. The position peaked at $1.09M in Q1 2017. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

Cullinan Associates reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
Cullinan Associates sold 5,125 Iron Mountain shares in Q1 2023, an estimated $255K.
Cullinan Associates first reported a position in Iron Mountain in Q1 2017 and held it in 24 quarters.
Cullinan Associates's Iron Mountain position peaked at $1.09M in Q1 2017.
790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Cullinan Associates's 13F filing for Q1 2023, filed 5 Apr 2023.