Ergoteles’s Iron Mountain IRM Stock Holding History

Ergoteles’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 Q3	–	Sell	-59,915	Closed	-$3.4M	–	447
2023 Q2	$3.4M	Buy	+59,915	New	+$3.28M	0.16%	152
2023 Q1	–	Sell	-51,271	Closed	-$2.56M	–	1488
2022 Q4	$2.56M	Sell	51,271 -42,225	-45%	-$2.13M	0.09%	221
2022 Q3	$4.11M	Sell	93,496 -141,222	-60%	-$7.13M	0.14%	153
2022 Q2	$11.4M	Buy	+234,718	New	+$12.4M	0.34%	74
2021 Q3	–	Sell	-5,193	Closed	-$220K	–	1437
2021 Q2	$220K	Buy	+5,193	New	+$218K	0.01%	1224

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ergoteles's IRM Position: Q3 2023 in Review

Ergoteles sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 59,915 shares — an estimated $3.4M sold.

Ergoteles first reported a position in IRM in Q2 2021 and held it in 5 quarters. The position peaked at $11.4M in Q2 2022. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Ergoteles reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 59,915 Iron Mountain shares in Q3 2023, an estimated $3.4M.
Ergoteles first reported a position in Iron Mountain in Q2 2021 and held it in 5 quarters.
Ergoteles's Iron Mountain position peaked at $11.4M in Q2 2022.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.