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Cutler Group’s Iron Mountain IRM Stock Holding History

Cutler 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
2024
Q1 		$120K Sell
3,900
-5,100
-57% -$369K 0.04% 402
2023
Q4 		$101K Buy
9,000
+3,700
+70% +$232K 0.01% 1050
2023
Q3 		$63K Buy
5,300
+200
+4% +$12.2K 0.01% 1362
2023
Q2 		$47K Buy
5,100
+4,100
+410% +$224K 0.01% 1328
2023
Q1 		$2K Sell
1,000
-15,000
-94% -$786K ﹤0.01% 3167
2022
Q4 		$3K Sell
16,000
-700
-4% -$35.3K ﹤0.01% 3492
2022
Q3 		$11K Buy
16,700
+14,900
+828% +$752K ﹤0.01% 3071
2022
Q2 		$1K Buy
1,800
+1,000
+125% +$52.6K ﹤0.01% 4621
2022
Q1 		$2K Sell
800
-1,800
-69% -$85.7K ﹤0.01% 4687
2021
Q4 		$14K Sell
2,600
-500
-16% -$23.6K ﹤0.01% 3409
2021
Q3 		$10K Sell
3,100
-31,100
-91% -$1.4M ﹤0.01% 3935
2021
Q2 		$2K Buy
34,200
+8,400
+33% +$352K ﹤0.01% 5016
2021
Q1 		$62K Buy
25,800
+23,100
+856% +$772K ﹤0.01% 2172
2020
Q4 		$2K Buy
+2,700
New +$74.9K ﹤0.01% 4176
2020
Q3 		– Sell
-6,400
Closed -$1K – 4952
2020
Q2 		$1K Sell
6,400
-9,600
-60% -$242K ﹤0.01% 4064
2020
Q1 		$1K Sell
16,000
-7,300
-31% -$221K ﹤0.01% 3719
2019
Q4 		$2K Sell
23,300
-900
-4% -$29.5K ﹤0.01% 3452
2019
Q3 		$15K Buy
24,200
+8,900
+58% +$280K ﹤0.01% 2366
2019
Q2 		$2K Sell
15,300
-1,200
-7% -$39.3K ﹤0.01% 3582
2019
Q1 		$6K Sell
16,500
-12,300
-43% -$434K ﹤0.01% 2796
2018
Q4 		$7K Buy
+28,800
New +$945K ﹤0.01% 2742
2018
Q2 		– Sell
-47,700
Closed -$3K – 4514
2018
Q1 		$3K Buy
47,700
+2,600
+6% +$87.6K ﹤0.01% 3573
2017
Q4 		$11K Buy
+45,100
New +$1.79M ﹤0.01% 3047
2016
Q3 		– Sell
-200
Closed -$1K – 6997
2016
Q2 		$1K Buy
+200
New +$7.28K ﹤0.01% 6099
2016
Q1 		– Sell
-12,300
Closed -$1K – 6811
2015
Q4 		$1K Buy
+12,300
New +$361K ﹤0.01% 5965

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cutler Group's IRM Position: Q3 2023 in Review

Cutler Group sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 250 shares — an estimated $15.3K sold.

Cutler Group first reported a position in IRM in Q4 2015 and held it in 25 quarters. The position peaked at $1.85M in Q4 2021. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Cutler Group reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 250 Iron Mountain shares in Q3 2023, an estimated $15.3K.
  • Cutler Group first reported a position in Iron Mountain in Q4 2015 and held it in 25 quarters.
  • Cutler Group's Iron Mountain position peaked at $1.85M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.