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Harel Insurance Investments & Financial Services’s Iron Mountain IRM Stock Holding History

Harel Insurance Investments & Financial Services’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
-160
Closed -$9K – 713
2023
Q2 		$9K Hold
160
– – ﹤0.01% 632
2023
Q1 		$8K Sell
160
-120
-43% -$6.29K ﹤0.01% 658
2022
Q4 		$14K Sell
280
-170
-38% -$8.58K ﹤0.01% 601
2022
Q3 		$20K Sell
450
-550
-55% -$27.8K ﹤0.01% 599
2022
Q2 		$49K Buy
1,000
+200
+25% +$10.5K ﹤0.01% 509
2022
Q1 		$44K Buy
+800
New +$38.1K ﹤0.01% 533

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IRM Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 160 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in IRM in Q1 2022 and held it in 6 quarters. The position peaked at $49K in Q2 2022. 832 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 160 Iron Mountain shares in Q3 2023, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Iron Mountain in Q1 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Iron Mountain position peaked at $49K in Q2 2022.
  • 832 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.