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InterOcean Capital Group’s Iron Mountain IRM Stock Holding History

InterOcean Capital Group’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
Q1 		$1.47M Buy
18,360
+834
+5% +$60.4K 0.04% 172
2023
Q4 		$1.23M Sell
17,526
-129
-0.7% -$8.09K 0.03% 176
2023
Q3 		$1.05M Buy
17,655
+37
+0.2% +$2.26K 0.03% 181
2023
Q2 		$1M Buy
17,618
+12,732
+261% +$697K 0.03% 179
2023
Q1 		$259K Buy
+4,886
New +$256K 0.01% 343
2022
Q4 		– Sell
-4,673
Closed -$205K – 425
2022
Q3 		$205K Sell
4,673
-2,746
-37% -$139K 0.01% 371
2022
Q2 		$361K Buy
+7,419
New +$390K 0.01% 290

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

InterOcean Capital Group's IRM Position: Q1 2024 in Review

InterOcean Capital Group increased its Iron Mountain (IRM) stake by 4.8% in Q1 2024, buying an estimated $60.4K and bringing the position to 18,360 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #172.

InterOcean Capital Group first reported a position in IRM in Q2 2022 and has held it in 7 quarters since. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • InterOcean Capital Group held 18,360 shares of Iron Mountain worth $1.47M as of Q1 2024.
  • InterOcean Capital Group bought 834 Iron Mountain shares in Q1 2024, an estimated $60.4K.
  • Iron Mountain made up 0.04% of InterOcean Capital Group's portfolio in Q1 2024, its #172 holding.
  • InterOcean Capital Group first reported a position in Iron Mountain in Q2 2022 and has held it in 7 quarters since.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.