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Formidable Asset Management’s Iron Mountain IRM Stock Holding History

Formidable Asset Management’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
-8,457
Closed -$481K – 304
2023
Q2 		$481K Sell
8,457
-7,215
-46% -$395K 0.11% 177
2023
Q1 		$829K Sell
15,672
-640
-4% -$33.5K 0.18% 101
2022
Q4 		$813K Buy
16,312
+3,108
+24% +$157K 0.18% 105
2022
Q3 		$582K Buy
13,204
+233
+2% +$11.8K 0.14% 133
2022
Q2 		$631K Buy
12,971
+5,418
+72% +$285K 0.14% 132
2022
Q1 		$419K Buy
+7,553
New +$360K 0.08% 204
2016
Q1 		– Sell
-75
Closed -$2K – 520
2015
Q4 		$2K Hold
75
– – ﹤0.01% 520
2015
Q3 		$2K Buy
+75
New +$2.24K ﹤0.01% 573

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Formidable Asset Management's IRM Position: Q3 2023 in Review

Formidable Asset Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 8,457 shares — an estimated $481K sold.

Formidable Asset Management first reported a position in IRM in Q3 2015 and held it in 8 quarters. The position peaked at $829K in Q1 2023. 832 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Formidable Asset Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Formidable Asset Management sold 8,457 Iron Mountain shares in Q3 2023, an estimated $481K.
  • Formidable Asset Management first reported a position in Iron Mountain in Q3 2015 and held it in 8 quarters.
  • Formidable Asset Management's Iron Mountain position peaked at $829K in Q1 2023.
  • 832 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Formidable Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.