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Dowling & Yahnke’s Iron Mountain IRM Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$366K Sell
8,321
-981
-11% -$49.5K 0.02% 299
2022
Q2 		$453K Hold
9,302
– – 0.02% 282
2022
Q1 		$515K Buy
9,302
+1,000
+12% +$47.6K 0.02% 277
2021
Q4 		$434K Hold
8,302
– – 0.02% 285
2021
Q3 		$361K Buy
+8,302
New +$374K 0.02% 294

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dowling & Yahnke's IRM Position: Q3 2022 in Review

Dowling & Yahnke reduced its Iron Mountain (IRM) stake by 11% in Q3 2022, selling an estimated $49.5K and leaving 8,321 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #299.

Dowling & Yahnke first reported a position in IRM in Q3 2021 and has held it in 5 quarters since. The position peaked at $515K in Q1 2022. 743 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Dowling & Yahnke held 8,321 shares of Iron Mountain worth $366K as of Q3 2022.
  • Dowling & Yahnke sold 981 Iron Mountain shares in Q3 2022, an estimated $49.5K.
  • Iron Mountain made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #299 holding.
  • Dowling & Yahnke first reported a position in Iron Mountain in Q3 2021 and has held it in 5 quarters since.
  • Dowling & Yahnke's Iron Mountain position peaked at $515K in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.