Cutler Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$1K | – | 3954 |
|
|
2023
Q3 | $1K | Buy |
+1,200
| New | +$73.3K | ﹤0.01% | 3540 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$2K | – | 3862 |
|
|
2023
Q1 | $2K | Sell |
1,100
-400
| -27% | -$21K | ﹤0.01% | 3168 |
|
|
2022
Q4 | $1K | Buy |
1,500
+800
| +114% | +$40.4K | ﹤0.01% | 4050 |
|
|
2022
Q3 | $2K | Sell |
700
-100
| -13% | -$5.05K | ﹤0.01% | 4222 |
|
|
2022
Q2 | $1K | Sell |
800
-1,900
| -70% | -$100K | ﹤0.01% | 4622 |
|
|
2022
Q1 | $1K | Sell |
2,700
-1,600
| -37% | -$76.2K | ﹤0.01% | 4995 |
|
|
2021
Q4 | $1K | Sell |
4,300
-400
| -9% | -$18.9K | ﹤0.01% | 5035 |
|
|
2021
Q3 | $1K | Sell |
4,700
-7,800
| -62% | -$351K | ﹤0.01% | 5334 |
|
|
2021
Q2 | $18K | Buy |
12,500
+6,900
| +123% | +$289K | ﹤0.01% | 3391 |
|
|
2021
Q1 | $8K | Buy |
5,600
+2,300
| +70% | +$76.9K | ﹤0.01% | 3990 |
|
|
2020
Q4 | $12K | Buy |
3,300
+1,200
| +57% | +$33.3K | ﹤0.01% | 3064 |
|
|
2020
Q3 | $1K | Sell |
2,100
-18,400
| -90% | -$524K | ﹤0.01% | 4358 |
|
|
2020
Q2 | $26K | Buy |
20,500
+13,800
| +206% | +$348K | ﹤0.01% | 2198 |
|
|
2020
Q1 | $31K | Sell |
6,700
-2,100
| -24% | -$63.6K | ﹤0.01% | 2040 |
|
|
2019
Q4 | $1K | Sell |
8,800
-8,400
| -49% | -$275K | ﹤0.01% | 3696 |
|
|
2019
Q3 | $11K | Sell |
17,200
-6,500
| -27% | -$204K | ﹤0.01% | 2576 |
|
|
2019
Q2 | $35K | Buy |
23,700
+19,800
| +508% | +$649K | ﹤0.01% | 1815 |
|
|
2019
Q1 | $3K | Sell |
3,900
-1,200
| -24% | -$42.4K | ﹤0.01% | 3199 |
|
|
2018
Q4 | $1K | Buy |
+5,100
| New | +$167K | ﹤0.01% | 3628 |
|
|
2018
Q2 | – | Sell |
-3,600
| Closed | -$41K | – | 4516 |
|
|
2018
Q1 | $41K | Buy |
3,600
+200
| +6% | +$6.74K | ﹤0.01% | 1800 |
|
|
2017
Q4 | $1K | Buy |
3,400
+800
| +31% | +$31.7K | ﹤0.01% | 4476 |
|
|
2017
Q3 | $3K | Buy |
+2,600
| New | +$97.1K | ﹤0.01% | 4804 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$1K | – | 6762 |
|
|
2016
Q4 | $1K | Buy |
+200
| New | +$6.65K | ﹤0.01% | 6019 |
|
|
2016
Q3 | – | Sell |
-15,000
| Closed | -$1K | – | 6998 |
|
|
2016
Q2 | $1K | Sell |
15,000
-32,500
| -68% | -$1.18M | ﹤0.01% | 6100 |
|
|
2016
Q1 | $9K | Buy |
47,500
+39,400
| +486% | +$1.13M | ﹤0.01% | 4164 |
|
|
2015
Q4 | $26K | Buy |
+8,100
| New | +$238K | ﹤0.01% | 3141 |
|
Other funds holding IRM
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.