Institutional & Family Asset Management’s Iron Mountain IRM Stock Holding History

Institutional & Family Asset 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
2024 Q2	$24.5K	Hold	273	–	–	﹤0.01%	311
2024 Q1	$21.9K	Hold	273	–	–	﹤0.01%	319
2023 Q4	$19.1K	Hold	273	–	–	﹤0.01%	321
2023 Q3	$16.3K	Hold	273	–	–	﹤0.01%	325
2023 Q2	$15.5K	Hold	273	–	–	﹤0.01%	340
2023 Q1	$14.5K	Hold	273	–	–	﹤0.01%	343
2022 Q4	$13.6K	Hold	273	–	–	﹤0.01%	346
2022 Q3	$12K	Hold	273	–	–	﹤0.01%	368
2022 Q2	$13K	Hold	273	–	–	﹤0.01%	358
2022 Q1	$15K	Hold	273	–	–	﹤0.01%	391
2021 Q4	$14K	Hold	273	–	–	﹤0.01%	406
2021 Q3	$12K	Hold	273	–	–	﹤0.01%	527
2021 Q2	$12K	Hold	273	–	–	﹤0.01%	561
2021 Q1	$10K	Hold	273	–	–	﹤0.01%	567
2020 Q4	$8K	Hold	273	–	–	﹤0.01%	575
2020 Q3	$7K	Hold	273	–	–	﹤0.01%	544
2020 Q2	$7K	Hold	273	–	–	﹤0.01%	537
2020 Q1	$7K	Hold	273	–	–	﹤0.01%	496
2019 Q4	$9K	Hold	273	–	–	﹤0.01%	521
2019 Q3	$9K	Hold	273	–	–	﹤0.01%	491
2019 Q2	$9K	Hold	273	–	–	﹤0.01%	510
2019 Q1	$10K	Hold	273	–	–	﹤0.01%	503
2018 Q4	$9K	Sell	273 -225	-45%	-$7.38K	﹤0.01%	495
2018 Q3	$17K	Buy	498 +225	+82%	+$8.02K	﹤0.01%	455
2018 Q2	$10K	Hold	273	–	–	﹤0.01%	529
2018 Q1	$9K	Buy	+273	New	+$9.2K	﹤0.01%	526

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

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

Institutional & Family Asset Management's IRM Position: Q2 2024 in Review

Institutional & Family Asset Management held its Iron Mountain (IRM) position steady in Q2 2024 at 273 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Institutional & Family Asset Management first reported a position in IRM in Q1 2018 and has held it in 26 quarters since. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Institutional & Family Asset Management held 273 shares of Iron Mountain worth $24.5K as of Q2 2024.
Institutional & Family Asset Management left its Iron Mountain share count unchanged in Q2 2024.
Iron Mountain made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #311 holding.
Institutional & Family Asset Management first reported a position in Iron Mountain in Q1 2018 and has held it in 26 quarters since.
965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.