Kelly Financial Services’s Iron Mountain IRM Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-36	Closed	-$3.23K	–	420
2024 Q2	$3.23K	Hold	36	–	–	﹤0.01%	543
2024 Q1	$2.89K	Hold	36	–	–	﹤0.01%	558
2023 Q4	$2.52K	Hold	36	–	–	﹤0.01%	554
2023 Q3	$2.14K	Hold	36	–	–	﹤0.01%	543
2023 Q2	$2.05K	Hold	36	–	–	﹤0.01%	548
2023 Q1	$1.91K	Hold	36	–	–	﹤0.01%	530
2022 Q4	$1.79K	Hold	36	–	–	﹤0.01%	516
2022 Q3	$1.58K	Hold	36	–	–	﹤0.01%	533
2022 Q2	$1.75K	Hold	36	–	–	﹤0.01%	512
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	519
2021 Q4	$1.88K	Hold	36	–	–	﹤0.01%	545
2021 Q3	$1.56K	Hold	36	–	–	﹤0.01%	543
2021 Q2	$1.52K	Hold	36	–	–	﹤0.01%	536
2021 Q1	$1.33K	Hold	36	–	–	﹤0.01%	535
2020 Q4	$1.06K	Hold	36	–	–	﹤0.01%	511
2020 Q3	$964	Hold	36	–	–	﹤0.01%	492
2020 Q2	$940	Hold	36	–	–	﹤0.01%	504
2020 Q1	$857	Hold	36	–	–	﹤0.01%	478
2019 Q4	$1.15K	Hold	36	–	–	﹤0.01%	469
2019 Q3	$1.17K	Hold	36	–	–	﹤0.01%	449
2019 Q2	$1.13K	Hold	36	–	–	﹤0.01%	418
2019 Q1	$1.28K	Buy	+36	New	+$1.27K	﹤0.01%	409

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kelly Financial Services's IRM Position: Q3 2024 in Review

Kelly Financial Services sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 36 shares — an estimated $3.23K sold.

Kelly Financial Services first reported a position in IRM in Q1 2019 and held it in 22 quarters. The position peaked at $3.23K in Q2 2024. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Kelly Financial Services reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 36 Iron Mountain shares in Q3 2024, an estimated $3.23K.
Kelly Financial Services first reported a position in Iron Mountain in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Iron Mountain position peaked at $3.23K in Q2 2024.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.