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Demars Financial Group’s Iron Mountain IRM Stock Holding History

Demars Financial 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
Q3 		– Sell
-9,063
Closed -$515K – 81
2023
Q2 		$515K Sell
9,063
-199
-2% -$10.9K 0.29% 49
2023
Q1 		$490K Sell
9,262
-419
-4% -$22K 0.27% 52
2022
Q4 		$483K Sell
9,681
-324
-3% -$16.4K 0.27% 48
2022
Q3 		$440K Sell
10,005
-100
-1% -$5.05K 0.26% 51
2022
Q2 		$492K Buy
10,105
+413
+4% +$21.7K 0.28% 57
2022
Q1 		$537K Sell
9,692
-691
-7% -$32.9K 0.27% 55
2021
Q4 		$543K Sell
10,383
-600
-5% -$28.4K 0.29% 60
2021
Q3 		$477K Buy
10,983
+737
+7% +$33.2K 0.28% 58
2021
Q2 		$434K Buy
10,246
+30
+0.3% +$1.26K 0.26% 63
2021
Q1 		$378K Buy
10,216
+25
+0.2% +$836 0.25% 63
2020
Q4 		$300K Buy
10,191
+660
+7% +$18.3K 0.21% 59
2020
Q3 		$255K Buy
9,531
+818
+9% +$23.3K 0.19% 53
2020
Q2 		$227K Buy
+8,713
New +$220K 0.19% 56

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Demars Financial Group's IRM Position: Q3 2023 in Review

Demars Financial Group sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 9,063 shares — an estimated $515K sold.

Demars Financial Group first reported a position in IRM in Q2 2020 and held it in 13 quarters. The position peaked at $543K in Q4 2021. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Demars Financial Group reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Demars Financial Group sold 9,063 Iron Mountain shares in Q3 2023, an estimated $515K.
  • Demars Financial Group first reported a position in Iron Mountain in Q2 2020 and held it in 13 quarters.
  • Demars Financial Group's Iron Mountain position peaked at $543K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Demars Financial Group's 13F filing for Q3 2023, filed 18 Oct 2023.