Edmond de Rothschild Holding’s Iron Mountain IRM Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-2,966	Closed	-$266K	–	649
2024 Q2	$266K	Hold	2,966	–	–	﹤0.01%	402
2024 Q1	$238K	Buy	2,966 +1,193	+67%	+$86.3K	﹤0.01%	412
2023 Q4	$124K	Buy	+1,773	New	+$111K	﹤0.01%	479
2021 Q4	–	Sell	-1,435	Closed	-$62K	–	863
2021 Q3	$62K	Sell	1,435 -225	-14%	-$10.1K	﹤0.01%	675
2021 Q2	$70K	Hold	1,660	–	–	﹤0.01%	650
2021 Q1	$62K	Buy	+1,660	New	+$55.5K	﹤0.01%	608
2020 Q4	–	Sell	-835	Closed	-$22K	–	658
2020 Q3	$22K	Buy	+835	New	+$23.8K	﹤0.01%	561
2018 Q4	–	Sell	-1,500	Closed	-$52K	–	708
2018 Q3	$52K	Hold	1,500	–	–	﹤0.01%	593
2018 Q2	$53K	Buy	1,500 +500	+50%	+$16.9K	﹤0.01%	603
2018 Q1	$33K	Hold	1,000	–	–	﹤0.01%	660
2017 Q4	$38K	Hold	1,000	–	–	﹤0.01%	660
2017 Q3	$39K	Hold	1,000	–	–	﹤0.01%	680
2017 Q2	$34K	Hold	1,000	–	–	﹤0.01%	690
2017 Q1	$36K	Buy	+1,000	New	+$35.4K	﹤0.01%	685

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's IRM Position: Q3 2024 in Review

Edmond de Rothschild Holding sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 2,966 shares — an estimated $266K sold.

Edmond de Rothschild Holding first reported a position in IRM in Q1 2017 and held it in 14 quarters. The position peaked at $266K in Q2 2024. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Edmond de Rothschild Holding reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,966 Iron Mountain shares in Q3 2024, an estimated $266K.
Edmond de Rothschild Holding first reported a position in Iron Mountain in Q1 2017 and held it in 14 quarters.
Edmond de Rothschild Holding's Iron Mountain position peaked at $266K in Q2 2024.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2024, filed 14 Nov 2024.