Investors Research Corp’s Iron Mountain IRM Stock Holding History

Investors Research Corp’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	–	Sell	-1,803	Closed	-$126K	–	1060
2023 Q4	$126K	Sell	1,803 -2,426	-57%	-$152K	0.03%	397
2023 Q3	$251K	Sell	4,229 -2,725	-39%	-$167K	0.07%	289
2023 Q2	$395K	Hold	6,954	–	–	0.1%	239
2023 Q1	$368K	Hold	6,954	–	–	0.1%	249
2022 Q4	$347K	Hold	6,954	–	–	0.09%	252
2022 Q3	$306K	Hold	6,954	–	–	0.09%	256
2022 Q2	$339K	Hold	6,954	–	–	0.1%	237
2022 Q1	$385K	Sell	6,954 -2,525	-27%	-$120K	0.11%	224
2021 Q4	$496K	Hold	9,479	–	–	0.15%	183
2021 Q3	$412K	Hold	9,479	–	–	0.14%	198
2021 Q2	$401K	Hold	9,479	–	–	0.14%	204
2021 Q1	$351K	Hold	9,479	–	–	0.13%	217
2020 Q4	$279K	Hold	9,479	–	–	0.11%	254
2020 Q3	$254K	Hold	9,479	–	–	0.12%	244
2020 Q2	$247K	Buy	9,479 +9,225	+3,632%	+$233K	0.12%	225
2020 Q1	$6K	Hold	254	–	–	﹤0.01%	862
2019 Q4	$8K	Hold	254	–	–	﹤0.01%	881
2019 Q3	$8K	Hold	254	–	–	﹤0.01%	877
2019 Q2	$8K	Hold	254	–	–	﹤0.01%	831
2019 Q1	$9K	Buy	+254	New	+$8.97K	﹤0.01%	801

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Investors Research Corp's IRM Position: Q1 2024 in Review

Investors Research Corp sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 1,803 shares — an estimated $126K sold.

Investors Research Corp first reported a position in IRM in Q1 2019 and held it in 20 quarters. The position peaked at $496K in Q4 2021. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Investors Research Corp reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
Investors Research Corp sold 1,803 Iron Mountain shares in Q1 2024, an estimated $126K.
Investors Research Corp first reported a position in Iron Mountain in Q1 2019 and held it in 20 quarters.
Investors Research Corp's Iron Mountain position peaked at $496K in Q4 2021.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.