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Fagan Associates’s Iron Mountain IRM Stock Holding History

Fagan Associates’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
-18,183
Closed -$1.63M – 133
2024
Q2 		$1.63M Buy
18,183
+670
+4% +$54.2K 0.29% 70
2024
Q1 		$1.4M Sell
17,513
-345
-2% -$25K 0.26% 74
2023
Q4 		$1.25M Sell
17,858
-134
-0.7% -$8.41K 0.27% 65
2023
Q3 		$1.07M Sell
17,992
-694
-4% -$42.4K 0.26% 64
2023
Q2 		$1.06M Buy
18,686
+6
+0% +$328 0.26% 65
2023
Q1 		$988K Sell
18,680
-393
-2% -$20.6K 0.25% 69
2022
Q4 		$951K Buy
19,073
+81
+0.4% +$4.09K 0.25% 71
2022
Q3 		$835K Buy
18,992
+502
+3% +$25.4K 0.23% 67
2022
Q2 		$900K Buy
18,490
+2,115
+13% +$111K 0.24% 68
2022
Q1 		$907K Buy
16,375
+11,200
+216% +$533K 0.19% 77
2021
Q4 		$271K Buy
+5,175
New +$245K 0.05% 119

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fagan Associates's IRM Position: Q3 2024 in Review

Fagan Associates sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 18,183 shares — an estimated $1.63M sold.

Fagan Associates first reported a position in IRM in Q4 2021 and held it in 11 quarters. The position peaked at $1.63M in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Fagan Associates reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Fagan Associates sold 18,183 Iron Mountain shares in Q3 2024, an estimated $1.63M.
  • Fagan Associates first reported a position in Iron Mountain in Q4 2021 and held it in 11 quarters.
  • Fagan Associates's Iron Mountain position peaked at $1.63M in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Fagan Associates's 13F filing for Q3 2024, filed 12 Nov 2024.