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Eagle Ridge Investment Management’s Iron Mountain IRM Stock Holding History

Eagle Ridge Investment 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
Q4 		$2.07M Hold
19,702
– – 0.18% 56
2024
Q3 		$2.34M Hold
19,702
– – 0.21% 54
2024
Q2 		$1.77M Hold
19,702
– – 0.16% 58
2024
Q1 		$1.58M Hold
19,702
– – 0.15% 59
2023
Q4 		$1.38M Hold
19,702
– – 0.14% 66
2023
Q3 		$1.17M Hold
19,702
– – 0.13% 65
2023
Q2 		$1.12M Hold
19,702
– – 0.12% 67
2023
Q1 		$1.04M Hold
19,702
– – 0.12% 71
2022
Q4 		$982K Hold
19,702
– – 0.11% 78
2022
Q3 		$866K Hold
19,702
– – 0.11% 76
2022
Q2 		$959K Hold
19,702
– – 0.12% 74
2022
Q1 		$1.09M Hold
19,702
– – 0.12% 76
2021
Q4 		$1.03M Hold
19,702
– – 0.11% 78
2021
Q3 		$856K Buy
+19,702
New +$887K 0.1% 82

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Eagle Ridge Investment Management's IRM Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Iron Mountain (IRM) position steady in Q4 2024 at 19,702 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #56.

Eagle Ridge Investment Management first reported a position in IRM in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.34M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Eagle Ridge Investment Management held 19,702 shares of Iron Mountain worth $2.07M as of Q4 2024.
  • Eagle Ridge Investment Management left its Iron Mountain share count unchanged in Q4 2024.
  • Iron Mountain made up 0.18% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #56 holding.
  • Eagle Ridge Investment Management first reported a position in Iron Mountain in Q3 2021 and has held it in 14 quarters since.
  • Eagle Ridge Investment Management's Iron Mountain position peaked at $2.34M in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.