Eagle Bay Advisors’s Iron Mountain IRM Stock Holding History

Eagle Bay Advisors’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
2025 Q1	–	Sell	-1,161	Closed	-$123K	–	535
2024 Q4	$123K	Buy	1,161 +5	+0.4%	+$587	0.08%	167
2024 Q3	$138K	Buy	1,156 +7	+0.6%	+$749	0.05%	227
2024 Q2	$104K	Sell	1,149 -544	-32%	-$44K	0.06%	203
2024 Q1	$137K	Buy	1,693 +14	+0.8%	+$1.01K	0.09%	170
2023 Q4	$118K	Sell	1,679 -363	-18%	-$22.8K	0.07%	184
2023 Q3	$121K	Buy	2,042 +1,227	+151%	+$75K	0.06%	210
2023 Q2	$46.3K	Buy	815 +795	+3,975%	+$43.5K	0.03%	379
2023 Q1	$1.06K	Hold	20	–	–	﹤0.01%	813
2022 Q4	$997	Hold	20	–	–	﹤0.01%	825
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	837
2022 Q2	$974	Buy	+20	New	+$1.05K	﹤0.01%	915
2022 Q1	–	Sell	-76	Closed	-$4K	–	613
2021 Q4	$4K	Sell	76 -157	-67%	-$7.42K	﹤0.01%	832
2021 Q3	$8K	Sell	233 -68	-23%	-$3.06K	﹤0.01%	767
2021 Q2	$14K	Buy	+301	New	+$12.6K	0.01%	620

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return