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Evelyn V. Moreno’s Iron Mountain IRM Stock Holding History

Evelyn V. Moreno’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
Q1 		– Sell
-4,600
Closed -$229K – 149
2022
Q4 		$229K Sell
4,600
-1,176
-20% -$59.4K 0.05% 152
2022
Q3 		$254K Buy
5,776
+1,176
+26% +$59.4K 0.11% 127
2022
Q2 		$224K Buy
+4,600
New +$242K 0.05% 144

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn V. Moreno's IRM Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 4,600 shares — an estimated $229K sold.

Evelyn V. Moreno first reported a position in IRM in Q2 2022 and held it in 3 quarters. The position peaked at $254K in Q3 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Evelyn V. Moreno reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 4,600 Iron Mountain shares in Q1 2023, an estimated $229K.
  • Evelyn V. Moreno first reported a position in Iron Mountain in Q2 2022 and held it in 3 quarters.
  • Evelyn V. Moreno's Iron Mountain position peaked at $254K in Q3 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.