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Douglas Lane & Associates’s Iron Mountain IRM Stock Holding History

Douglas Lane & Associates’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
Q2 		– Sell
-2,944
Closed -$236K – 239
2024
Q1 		$236K Hold
2,944
– – ﹤0.01% 224
2023
Q4 		$206K Buy
+2,944
New +$185K ﹤0.01% 232

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Douglas Lane & Associates's IRM Position: Q2 2024 in Review

Douglas Lane & Associates sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 2,944 shares — an estimated $236K sold.

Douglas Lane & Associates first reported a position in IRM in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Douglas Lane & Associates reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 2,944 Iron Mountain shares in Q2 2024, an estimated $236K.
  • Douglas Lane & Associates first reported a position in Iron Mountain in Q4 2023 and held it in 2 quarters.
  • Douglas Lane & Associates's Iron Mountain position peaked at $236K in Q1 2024.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Douglas Lane & Associates's 13F filing for Q2 2024, filed 8 Jul 2024.