Hudson Valley Investment Advisors’s Iron Mountain IRM Stock Holding History

Hudson Valley Investment 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
2024 Q3	–	Sell	-7,145	Closed	-$486K	–	181
2024 Q2	$486K	Buy	+7,145	New	+$578K	0.06%	130
2024 Q1	–	Sell	-7,145	Closed	-$486K	–	181
2023 Q4	$486K	Hold	7,145	–	–	0.07%	129
2023 Q3	$425K	Hold	7,145	–	–	0.06%	138
2023 Q2	$406K	Hold	7,145	–	–	0.06%	154
2023 Q1	$378K	Hold	7,145	–	–	0.05%	171
2022 Q4	$356K	Buy	7,145 +745	+12%	+$37.6K	0.05%	175
2022 Q3	$281K	Hold	6,400	–	–	0.05%	181
2022 Q2	$312K	Hold	6,400	–	–	0.05%	171
2022 Q1	$355K	Hold	6,400	–	–	0.05%	171
2021 Q4	$335K	Hold	6,400	–	–	0.05%	152
2021 Q3	$278K	Hold	6,400	–	–	0.05%	159
2021 Q2	$271K	Hold	6,400	–	–	0.05%	151
2021 Q1	$237K	Buy	+6,400	New	+$214K	0.04%	153

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Hudson Valley Investment Advisors's IRM Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 7,145 shares — an estimated $486K sold.

Hudson Valley Investment Advisors first reported a position in IRM in Q1 2021 and held it in 13 quarters. The position peaked at $486K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Hudson Valley Investment Advisors reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Hudson Valley Investment Advisors sold 7,145 Iron Mountain shares in Q3 2024, an estimated $486K.
Hudson Valley Investment Advisors first reported a position in Iron Mountain in Q1 2021 and held it in 13 quarters.
Hudson Valley Investment Advisors's Iron Mountain position peaked at $486K in Q2 2024.
1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.