De Burlo Group’s Iron Mountain IRM Stock Holding History

De Burlo 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
2023 Q1	–	Sell	-47,000	Closed	-$2.34M	–	96
2022 Q4	$2.34M	Buy	47,000 +13,400	+40%	+$676K	0.52%	40
2022 Q3	$1.48M	Buy	+33,600	New	+$1.7M	0.35%	46

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

De Burlo Group's IRM Position: Q1 2023 in Review

De Burlo Group sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 47,000 shares — an estimated $2.34M sold.

De Burlo Group first reported a position in IRM in Q3 2022 and held it in 2 quarters. The position peaked at $2.34M in Q4 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

De Burlo Group reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
De Burlo Group sold 47,000 Iron Mountain shares in Q1 2023, an estimated $2.34M.
De Burlo Group first reported a position in Iron Mountain in Q3 2022 and held it in 2 quarters.
De Burlo Group's Iron Mountain position peaked at $2.34M in Q4 2022.
790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on De Burlo Group's 13F filing for Q1 2023, filed 15 May 2023.