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Donoghue Forlines’s Iron Mountain IRM Stock Holding History

Donoghue Forlines’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
Q3 		– Sell
-18,855
Closed -$1.69M – 254
2024
Q2 		$1.69M Sell
18,855
-1,272
-6% -$103K 0.48% 40
2024
Q1 		$1.61M Sell
20,127
-689
-3% -$49.9K 0.46% 61
2023
Q4 		$1.46M Sell
20,816
-11,904
-36% -$747K 0.46% 56
2023
Q3 		$1.95M Buy
32,720
+10,089
+45% +$617K 0.69% 23
2023
Q2 		$1.29M Sell
22,631
-1,504
-6% -$82.3K 0.4% 59
2023
Q1 		$1.28M Sell
24,135
-31,497
-57% -$1.65M 0.46% 51
2022
Q4 		$2.77M Buy
55,632
+27,256
+96% +$1.38M 0.98% 15
2022
Q3 		$1.25M Sell
28,376
-10,978
-28% -$554K 0.45% 21
2022
Q2 		$1.92M Sell
39,354
-17,207
-30% -$906K 0.5% 27
2022
Q1 		$3.13M Sell
56,561
-21,914
-28% -$1.04M 0.68% 22
2021
Q4 		$4.11M Buy
78,475
+15,326
+24% +$724K 0.69% 20
2021
Q3 		$2.74M Buy
63,149
+35,862
+131% +$1.61M 0.53% 35
2021
Q2 		$1.16M Sell
27,287
-5,888
-18% -$247K 0.22% 110
2021
Q1 		$1.23M Buy
+33,175
New +$1.11M 0.24% 110

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Donoghue Forlines's IRM Position: Q3 2024 in Review

Donoghue Forlines sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 18,855 shares — an estimated $1.69M sold.

Donoghue Forlines first reported a position in IRM in Q1 2021 and held it in 14 quarters. The position peaked at $4.11M in Q4 2021. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Donoghue Forlines reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Donoghue Forlines sold 18,855 Iron Mountain shares in Q3 2024, an estimated $1.69M.
  • Donoghue Forlines first reported a position in Iron Mountain in Q1 2021 and held it in 14 quarters.
  • Donoghue Forlines's Iron Mountain position peaked at $4.11M in Q4 2021.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Donoghue Forlines's 13F filing for Q3 2024, filed 13 Nov 2024.