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IRM icon

INVST’s Iron Mountain IRM Stock Holding History

INVST’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
-15,035
Closed -$1.04M – 263
2023
Q4 		$1.04M Sell
15,035
-107
-0.7% -$6.71K 0.13% 95
2023
Q3 		$900K Sell
15,142
-2,651
-15% -$162K 0.13% 101
2023
Q2 		$1.01M Sell
17,793
-998
-5% -$54.6K 0.15% 81
2023
Q1 		$1.03M Sell
18,791
-121
-0.6% -$6.34K 0.16% 74
2022
Q4 		$1.03M Sell
18,912
-140
-0.7% -$7.07K 0.16% 78
2022
Q3 		$859K Buy
19,052
+1,055
+6% +$53.3K 0.15% 80
2022
Q2 		$974K Buy
17,997
+5,983
+50% +$315K 0.15% 79
2022
Q1 		$637K Sell
12,014
-170
-1% -$8.1K 0.1% 97
2021
Q4 		$515K Buy
12,184
+3,787
+45% +$179K 0.08% 104
2021
Q3 		$365K Sell
8,397
-3
-0% -$135 0.06% 142
2021
Q2 		$364K Buy
8,400
+1,555
+23% +$65.2K 0.06% 130
2021
Q1 		$275K Buy
+6,845
New +$229K 0.05% 157

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

INVST's IRM Position: Q1 2024 in Review

INVST sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 15,035 shares — an estimated $1.04M sold.

INVST first reported a position in IRM in Q1 2021 and held it in 12 quarters. The position peaked at $1.04M in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • INVST reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • INVST sold 15,035 Iron Mountain shares in Q1 2024, an estimated $1.04M.
  • INVST first reported a position in Iron Mountain in Q1 2021 and held it in 12 quarters.
  • INVST's Iron Mountain position peaked at $1.04M in Q4 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.