Great Lakes Advisors’s Iron Mountain IRM Stock Holding History

Great Lakes Advisors’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	-7,478	Closed	-$425K	–	775
2023 Q2	$425K	Buy	+7,478	New	+$409K	﹤0.01%	615
2023 Q1	–	Sell	-4,796	Closed	-$239K	–	829
2022 Q4	$239K	Sell	4,796 -414	-8%	-$20.9K	0.01%	599
2022 Q3	$229K	Sell	5,210 -5,742	-52%	-$290K	0.01%	583
2022 Q2	$533K	Buy	+10,952	New	+$576K	0.01%	499
2020 Q4	–	Sell	-367,236	Closed	-$9.84M	–	651
2020 Q3	$9.84M	Buy	367,236 +55,265	+18%	+$1.57M	0.21%	141
2020 Q2	$8.14M	Buy	311,971 +221,357	+244%	+$5.59M	0.2%	134
2020 Q1	$2.16M	Buy	+90,614	New	+$2.74M	0.06%	290
2019 Q1	–	Sell	-362,152	Closed	-$11.7M	–	594
2018 Q4	$11.7M	Buy	+362,152	New	+$11.9M	0.28%	96

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 $3.38T AUM 44.17% 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

Great Lakes Advisors's IRM Position: Q3 2023 in Review

Great Lakes Advisors sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 7,478 shares — an estimated $425K sold.

Great Lakes Advisors first reported a position in IRM in Q4 2018 and held it in 8 quarters. The position peaked at $11.7M in Q4 2018. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Great Lakes Advisors reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Great Lakes Advisors sold 7,478 Iron Mountain shares in Q3 2023, an estimated $425K.
Great Lakes Advisors first reported a position in Iron Mountain in Q4 2018 and held it in 8 quarters.
Great Lakes Advisors's Iron Mountain position peaked at $11.7M in Q4 2018.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Great Lakes Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.