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Halpern Financial’s Iron Mountain IRM Stock Holding History

Halpern Financial’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
Q3 		$86.4K Sell
724
-137
-16% -$14.7K 0.02% 74
2024
Q2 		$77.2K Sell
861
-351
-29% -$28.4K 0.02% 78
2024
Q1 		$96K Hold
1,212
– – 0.03% 68
2023
Q4 		$80.3K Buy
+1,212
New +$76K 0.02% 75

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Halpern Financial's IRM Position: Q3 2024 in Review

Halpern Financial reduced its Iron Mountain (IRM) stake by 16% in Q3 2024, selling an estimated $14.7K and leaving 724 shares worth $86.4K. The position accounts for 0.02% of the portfolio, ranked #74.

Halpern Financial first reported a position in IRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $96K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Halpern Financial held 724 shares of Iron Mountain worth $86.4K as of Q3 2024.
  • Halpern Financial sold 137 Iron Mountain shares in Q3 2024, an estimated $14.7K.
  • Iron Mountain made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #74 holding.
  • Halpern Financial first reported a position in Iron Mountain in Q4 2023 and has held it in 4 quarters since.
  • Halpern Financial's Iron Mountain position peaked at $96K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.