EARNEST Partners’s Iron Mountain IRM Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-133	Closed	-$7.91K	–	685
2023 Q3	$7.91K	Hold	133	–	–	﹤0.01%	691
2023 Q2	$7.56K	Hold	133	–	–	﹤0.01%	696
2023 Q1	$7.04K	Hold	133	–	–	﹤0.01%	703
2022 Q4	$6.63K	Hold	133	–	–	﹤0.01%	711
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	715
2022 Q2	$6K	Hold	133	–	–	﹤0.01%	736
2022 Q1	$7K	Hold	133	–	–	﹤0.01%	744
2021 Q4	$7K	Hold	133	–	–	﹤0.01%	774
2021 Q3	$6K	Hold	133	–	–	﹤0.01%	796
2021 Q2	$6K	Hold	133	–	–	﹤0.01%	801
2021 Q1	$5K	Hold	133	–	–	﹤0.01%	845
2020 Q4	$4K	Hold	133	–	–	﹤0.01%	879
2020 Q3	$4K	Hold	133	–	–	﹤0.01%	828
2020 Q2	$3K	Hold	133	–	–	﹤0.01%	869
2020 Q1	$3K	Hold	133	–	–	﹤0.01%	808
2019 Q4	$4K	Hold	133	–	–	﹤0.01%	842
2019 Q3	$4K	Hold	133	–	–	﹤0.01%	812
2019 Q2	$4K	Hold	133	–	–	﹤0.01%	827
2019 Q1	$5K	Hold	133	–	–	﹤0.01%	750
2018 Q4	$4K	Hold	133	–	–	﹤0.01%	777
2018 Q3	$5K	Hold	133	–	–	﹤0.01%	771
2018 Q2	$5K	Hold	133	–	–	﹤0.01%	762
2018 Q1	$4K	Hold	133	–	–	﹤0.01%	820
2017 Q4	$5K	Buy	+133	New	+$5.28K	﹤0.01%	741
2017 Q1	–	Sell	-133	Closed	-$4K	–	563
2016 Q4	$4K	Buy	+133	New	+$4.42K	﹤0.01%	743

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

EARNEST Partners's IRM Position: Q4 2023 in Review

EARNEST Partners sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 133 shares — an estimated $7.91K sold.

EARNEST Partners first reported a position in IRM in Q4 2016 and held it in 25 quarters. The position peaked at $7.91K in Q3 2023. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

EARNEST Partners reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 133 Iron Mountain shares in Q4 2023, an estimated $7.91K.
EARNEST Partners first reported a position in Iron Mountain in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Iron Mountain position peaked at $7.91K in Q3 2023.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.