Globeflex Capital’s Iron Mountain IRM Stock Holding History

Globeflex Capital’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 Q4	–	Sell	-19,285	Closed	-$1.15M	–	490
2023 Q3	$1.15M	Sell	19,285 -3,272	-15%	-$200K	0.13%	156
2023 Q2	$1.28M	Sell	22,557 -3,696	-14%	-$202K	0.14%	154
2023 Q1	$1.39M	Sell	26,253 -4,000	-13%	-$210K	0.17%	146
2022 Q4	$1.51M	Sell	30,253 -14,467	-32%	-$730K	0.19%	128
2022 Q3	$1.97M	Buy	44,720 +12,702	+40%	+$641K	0.34%	92
2022 Q2	$1.56M	Sell	32,018 -7,308	-19%	-$385K	0.38%	60
2022 Q1	$2.18M	Hold	39,326	–	–	0.44%	49
2021 Q4	$2.06M	Buy	39,326 +33,882	+622%	+$1.6M	0.42%	56
2021 Q3	$237K	Hold	5,444	–	–	0.05%	317
2021 Q2	$230K	Hold	5,444	–	–	0.04%	364
2021 Q1	$201K	Buy	5,444 +322	+6%	+$10.8K	0.04%	375
2020 Q4	$151K	Hold	5,122	–	–	0.03%	391
2020 Q3	$137K	Sell	5,122 -6,738	-57%	-$192K	0.04%	378
2020 Q2	$310K	Buy	+11,860	New	+$299K	0.08%	350
2016 Q4	–	Sell	-20	Closed	-$1K	–	510
2016 Q3	$1K	Buy	+20	New	+$771	﹤0.01%	407

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Globeflex Capital's IRM Position: Q4 2023 in Review

Globeflex Capital sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 19,285 shares — an estimated $1.15M sold.

Globeflex Capital first reported a position in IRM in Q3 2016 and held it in 15 quarters. The position peaked at $2.18M in Q1 2022. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Globeflex Capital reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Globeflex Capital sold 19,285 Iron Mountain shares in Q4 2023, an estimated $1.15M.
Globeflex Capital first reported a position in Iron Mountain in Q3 2016 and held it in 15 quarters.
Globeflex Capital's Iron Mountain position peaked at $2.18M in Q1 2022.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Globeflex Capital's 13F filing for Q4 2023, filed 13 Feb 2024.