Hudson Portfolio Management’s Iron Mountain IRM Stock Holding History

Hudson Portfolio 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 Q4	$357K	Sell	5,100 -4,305	-46%	-$270K	0.39%	75
2023 Q3	$559K	Sell	9,405 -9,730	-51%	-$595K	0.64%	53
2023 Q2	$1.09M	Sell	19,135 -456	-2%	-$25K	1.18%	29
2023 Q1	$1.04M	Sell	19,591 -750	-4%	-$39.3K	1.16%	31
2022 Q4	$1.01M	Sell	20,341 -285	-1%	-$14.4K	1.12%	33
2022 Q3	$906K	Sell	20,626 -268	-1%	-$13.5K	1.07%	39
2022 Q2	$1.02M	Sell	20,894 -386	-2%	-$20.3K	1.05%	39
2022 Q1	$1.18M	Buy	21,280 +300	+1%	+$14.3K	1.04%	36
2021 Q4	$1.1M	Sell	20,980 -7,525	-26%	-$356K	0.97%	39
2021 Q3	$1.24M	Sell	28,505 -970	-3%	-$43.7K	1.14%	31
2021 Q2	$1.25M	Hold	29,475	–	–	1.15%	31
2021 Q1	$1.09M	Buy	+29,475	New	+$985K	1.05%	32

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Hudson Portfolio Management's IRM Position: Q4 2023 in Review

Hudson Portfolio Management reduced its Iron Mountain (IRM) stake by 46% in Q4 2023, selling an estimated $270K and leaving 5,100 shares worth $357K. The position accounts for 0.39% of the portfolio, ranked #75.

Hudson Portfolio Management first reported a position in IRM in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2021. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Hudson Portfolio Management held 5,100 shares of Iron Mountain worth $357K as of Q4 2023.
Hudson Portfolio Management sold 4,305 Iron Mountain shares in Q4 2023, an estimated $270K.
Iron Mountain made up 0.39% of Hudson Portfolio Management's portfolio in Q4 2023, its #75 holding.
Hudson Portfolio Management first reported a position in Iron Mountain in Q1 2021 and has held it in 12 quarters since.
Hudson Portfolio Management's Iron Mountain position peaked at $1.25M in Q2 2021.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Hudson Portfolio Management's 13F filing for Q4 2023, filed 13 Feb 2024.