EDMP Inc’s Iron Mountain IRM Stock Holding History

EDMP Inc’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	–	Sell	-4,387	Closed	-$521K	–	72
2024 Q3	$521K	Hold	4,387	–	–	0.43%	52
2024 Q2	$393K	Hold	4,387	–	–	0.36%	55
2024 Q1	$352K	Hold	4,387	–	–	0.29%	60
2023 Q4	$307K	Hold	4,387	–	–	0.28%	59
2023 Q3	$261K	Hold	4,387	–	–	0.27%	59
2023 Q2	$249K	Hold	4,387	–	–	0.24%	59
2023 Q1	$232K	Sell	4,387 -270	-6%	-$14.1K	0.23%	56
2022 Q4	$232K	Sell	4,657 -31	-0.7%	-$1.56K	0.23%	56
2022 Q3	$206K	Hold	4,688	–	–	0.22%	55
2022 Q2	$228K	Hold	4,688	–	–	0.22%	57
2022 Q1	$260K	Hold	4,688	–	–	0.24%	57
2021 Q4	$248K	Hold	4,688	–	–	0.25%	52
2021 Q3	$207K	Buy	+4,688	New	+$211K	0.22%	52

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EDMP Inc's IRM Position: Q4 2024 in Review

EDMP Inc sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 4,387 shares — an estimated $521K sold.

EDMP Inc first reported a position in IRM in Q3 2021 and held it in 13 quarters. The position peaked at $521K in Q3 2024. 1,068 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

EDMP Inc reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
EDMP Inc sold 4,387 Iron Mountain shares in Q4 2024, an estimated $521K.
EDMP Inc first reported a position in Iron Mountain in Q3 2021 and held it in 13 quarters.
EDMP Inc's Iron Mountain position peaked at $521K in Q3 2024.
1,068 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on EDMP Inc's 13F filing for Q4 2024, filed 29 Jan 2025.