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Guild Investment Management’s Iron Mountain IRM Stock Holding History

Guild Investment 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
Q2 		– Sell
-4,236
Closed -$224K – 62
2023
Q1 		$224K Hold
4,236
– – 0.34% 50
2022
Q4 		$214K Buy
+4,236
New +$214K 0.37% 48
2022
Q2 		– Sell
-4,236
Closed -$235K – 81
2022
Q1 		$235K Hold
4,236
– – 0.24% 66
2021
Q4 		$222K Buy
+4,236
New +$200K 0.22% 67
2018
Q1 		– Sell
-57,420
Closed -$2.17M – 34
2017
Q4 		$2.17M Buy
+57,420
New +$2.28M 2.03% 16

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guild Investment Management's IRM Position: Q2 2023 in Review

Guild Investment Management sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 4,236 shares — an estimated $224K sold.

Guild Investment Management first reported a position in IRM in Q4 2017 and held it in 5 quarters. The position peaked at $2.17M in Q4 2017. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • Guild Investment Management reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
  • Guild Investment Management sold 4,236 Iron Mountain shares in Q2 2023, an estimated $224K.
  • Guild Investment Management first reported a position in Iron Mountain in Q4 2017 and held it in 5 quarters.
  • Guild Investment Management's Iron Mountain position peaked at $2.17M in Q4 2017.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Guild Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.