H&H Retirement Design & Management’s Iron Mountain IRM Stock Holding History

H&H Retirement Design & 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
2024 Q4	–	Sell	-8,697	Closed	-$1.06M	–	77
2024 Q3	$1.06M	Hold	8,697	–	–	0.63%	39
2024 Q2	$871K	Hold	8,697	–	–	0.54%	43
2024 Q1	$660K	Hold	8,697	–	–	0.44%	48
2023 Q4	$596K	Hold	8,697	–	–	0.38%	37
2023 Q3	$524K	Buy	8,697 +87	+1%	+$5.32K	0.36%	31
2023 Q2	$509K	Buy	8,610 +87	+1%	+$4.76K	0.34%	34
2023 Q1	$458K	Sell	8,523 -1	-0%	-$52	0.29%	36
2022 Q4	$449K	Buy	8,524 +99	+1%	+$5K	0.38%	48
2022 Q3	$372K	Buy	8,425 +101	+1%	+$5.1K	0.35%	49
2022 Q2	$406K	Buy	8,324 +98	+1%	+$5.16K	0.3%	51
2022 Q1	$460K	Buy	8,226 +85	+1%	+$4.05K	0.31%	39
2021 Q4	$370K	Sell	8,141 -48	-0.6%	-$2.27K	0.23%	53
2021 Q3	$350K	Buy	8,189 +107	+1%	+$4.82K	0.22%	36
2021 Q2	$355K	Buy	8,082 +110	+1%	+$4.61K	0.22%	36
2021 Q1	$322K	Buy	+7,972	New	+$267K	0.19%	37
2020 Q3	$214K	Buy	7,990 +182	+2%	+$5.18K	0.17%	38
2020 Q2	$204K	Buy	+7,808	New	+$197K	0.18%	43

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

H&H Retirement Design & Management's IRM Position: Q4 2024 in Review

H&H Retirement Design & Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 8,697 shares — an estimated $1.06M sold.

H&H Retirement Design & Management first reported a position in IRM in Q2 2020 and held it in 17 quarters. The position peaked at $1.06M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

H&H Retirement Design & Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 8,697 Iron Mountain shares in Q4 2024, an estimated $1.06M.
H&H Retirement Design & Management first reported a position in Iron Mountain in Q2 2020 and held it in 17 quarters.
H&H Retirement Design & Management's Iron Mountain position peaked at $1.06M in Q3 2024.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on H&H Retirement Design & Management's 13F filing for Q4 2024, filed 24 Feb 2025.