Eagle Asset Management’s Iron Mountain IRM Stock Holding History

Eagle Asset Management’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	$9.86M	Sell	82,407 -58,137	-41%	-$6.22M	0.05%	296
2024 Q2	$12.6M	Hold	140,544	–	–	0.07%	248
2024 Q1	$11.2M	Hold	140,544	–	–	0.06%	272
2023 Q4	$9.84M	Hold	140,544	–	–	0.05%	272
2023 Q3	$8.36M	Buy	140,544 +87,340	+164%	+$5.34M	0.05%	288
2023 Q2	$3.02M	Hold	53,204	–	–	0.02%	409
2023 Q1	$2.81M	Buy	+53,204	New	+$2.79M	0.02%	407
2015 Q2	–	Sell	-51,577	Closed	-$1.88M	–	656
2015 Q1	$1.88M	Sell	51,577 -14,833	-22%	-$573K	0.01%	558
2014 Q4	$2.57M	Buy	66,410 +5,605	+9%	+$204K	0.01%	512
2014 Q3	$1.99M	Buy	+60,805	New	+$1.97M	0.01%	581
2013 Q3	–	Sell	-508,878	Closed	-$12.5M	–	696
2013 Q2	$12.5M	Buy	+508,878	New	+$16.4M	0.08%	306

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Eagle Asset Management's IRM Position: Q3 2024 in Review

Eagle Asset Management reduced its Iron Mountain (IRM) stake by 41% in Q3 2024, selling an estimated $6.22M and leaving 82,407 shares worth $9.86M. The position accounts for 0.05% of the portfolio, ranked #296.

Eagle Asset Management first reported a position in IRM in Q2 2013 and has held it in 11 quarters since. The position peaked at $12.6M in Q2 2024. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Eagle Asset Management held 82,407 shares of Iron Mountain worth $9.86M as of Q3 2024.
Eagle Asset Management sold 58,137 Iron Mountain shares in Q3 2024, an estimated $6.22M.
Iron Mountain made up 0.05% of Eagle Asset Management's portfolio in Q3 2024, its #296 holding.
Eagle Asset Management first reported a position in Iron Mountain in Q2 2013 and has held it in 11 quarters since.
Eagle Asset Management's Iron Mountain position peaked at $12.6M in Q2 2024.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.