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Keeley-Teton Advisors’s Iron Mountain IRM Stock Holding History

Keeley-Teton 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
2022
Q3 		– Sell
-16,117
Closed -$785K – 377
2022
Q2 		$785K Sell
16,117
-322
-2% -$16.9K 0.1% 239
2022
Q1 		$911K Sell
16,439
-394
-2% -$18.8K 0.1% 251
2021
Q4 		$881K Sell
16,833
-984
-6% -$46.5K 0.09% 239
2021
Q3 		$774K Sell
17,817
-398
-2% -$17.9K 0.08% 247
2021
Q2 		$771K Sell
18,215
-13,658
-43% -$573K 0.08% 234
2021
Q1 		$1.18M Sell
31,873
-36,418
-53% -$1.22M 0.12% 210
2020
Q4 		$2.01M Sell
68,291
-3,299
-5% -$91.5K 0.27% 118
2020
Q3 		$1.92M Sell
71,590
-5,426
-7% -$154K 0.31% 109
2020
Q2 		$2.01M Sell
77,016
-7,314
-9% -$185K 0.32% 106
2020
Q1 		$2.01M Sell
84,330
-24,137
-22% -$731K 0.36% 100
2019
Q4 		$3.46M Sell
108,467
-4,193
-4% -$137K 0.37% 101
2019
Q3 		$3.65M Sell
112,660
-3,932
-3% -$124K 0.39% 99
2019
Q2 		$3.65M Sell
116,592
-61,642
-35% -$2.02M 0.36% 100
2019
Q1 		$6.32M Sell
178,234
-9,733
-5% -$344K 0.57% 59
2018
Q4 		$6.09M Sell
187,967
-5,757
-3% -$189K 0.61% 55
2018
Q3 		$6.69M Buy
193,724
+862
+0.4% +$30.7K 0.48% 62
2018
Q2 		$6.75M Buy
192,862
+1,389
+0.7% +$46.9K 0.46% 65
2018
Q1 		$6.29M Sell
191,473
-3,352
-2% -$113K 0.41% 69
2017
Q4 		$7.35M Sell
194,825
-70,314
-27% -$2.79M 0.45% 64
2017
Q3 		$10.3M Sell
265,139
-7,464
-3% -$279K 0.56% 61
2017
Q2 		$9.37M Sell
272,603
-10,289
-4% -$360K 0.45% 68
2017
Q1 		$10.1M Buy
+282,892
New +$10M 0.46% 68

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keeley-Teton Advisors's IRM Position: Q3 2022 in Review

Keeley-Teton Advisors sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 16,117 shares — an estimated $785K sold.

Keeley-Teton Advisors first reported a position in IRM in Q1 2017 and held it in 22 quarters. The position peaked at $10.3M in Q3 2017. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Keeley-Teton Advisors reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Keeley-Teton Advisors sold 16,117 Iron Mountain shares in Q3 2022, an estimated $785K.
  • Keeley-Teton Advisors first reported a position in Iron Mountain in Q1 2017 and held it in 22 quarters.
  • Keeley-Teton Advisors's Iron Mountain position peaked at $10.3M in Q3 2017.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Keeley-Teton Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.