Holocene Advisors
IRM icon

Holocene Advisors’s Iron Mountain IRM Stock Holding History

Holocene 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
Q2 		– Sell
-3,945
Closed -$209K – 782
2023
Q1 		$209K Buy
+3,945
New +$207K ﹤0.01% 686
2018
Q2 		– Sell
-17,982
Closed -$591K – 640
2018
Q1 		$591K Buy
+17,982
New +$606K 0.01% 100

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

Holocene Advisors's IRM Position: Q2 2023 in Review

Holocene Advisors sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 3,945 shares — an estimated $209K sold.

Holocene Advisors first reported a position in IRM in Q1 2018 and held it in 2 quarters. The position peaked at $591K in Q1 2018. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • Holocene Advisors reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
  • Holocene Advisors sold 3,945 Iron Mountain shares in Q2 2023, an estimated $209K.
  • Holocene Advisors first reported a position in Iron Mountain in Q1 2018 and held it in 2 quarters.
  • Holocene Advisors's Iron Mountain position peaked at $591K in Q1 2018.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Holocene Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.