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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return