Kistler-Tiffany Companies’s Iron Mountain IRM Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.68M	Buy	29,644 +29,403	+12,200%	+$1.61M	0.27%	70
2023 Q1	$12.7K	Buy	241 +3	+1%	+$157	﹤0.01%	608
2022 Q4	$11.9K	Hold	238	–	–	﹤0.01%	604
2022 Q3	$10K	Buy	238 +6	+3%	+$303	﹤0.01%	598
2022 Q2	$11K	Buy	232 +3	+1%	+$158	﹤0.01%	573
2022 Q1	$13K	Buy	229 +2	+0.9%	+$95	﹤0.01%	570
2021 Q4	$12K	Buy	227 +4	+2%	+$189	﹤0.01%	569
2021 Q3	$10K	Sell	223 -40	-15%	-$1.8K	﹤0.01%	583
2021 Q2	$11K	Buy	+263	New	+$11K	﹤0.01%	550
2020 Q2	–	Sell	-125	Closed	-$4K	–	615
2020 Q1	$4K	Hold	125	–	–	﹤0.01%	516
2019 Q4	$4K	Hold	125	–	–	﹤0.01%	523
2019 Q3	$4K	Hold	125	–	–	﹤0.01%	528
2019 Q2	$4K	Hold	125	–	–	﹤0.01%	518
2019 Q1	$4K	Hold	125	–	–	﹤0.01%	512
2018 Q4	$4K	Hold	125	–	–	﹤0.01%	495
2018 Q3	$4K	Buy	+125	New	+$4.45K	﹤0.01%	509

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kistler-Tiffany Companies's IRM Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Iron Mountain (IRM) stake by 12,200% in Q2 2023, buying an estimated $1.61M and bringing the position to 29,644 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #70.

Kistler-Tiffany Companies first reported a position in IRM in Q3 2018 and has held it in 16 quarters since. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

Kistler-Tiffany Companies held 29,644 shares of Iron Mountain worth $1.68M as of Q2 2023.
Kistler-Tiffany Companies bought 29,403 Iron Mountain shares in Q2 2023, an estimated $1.61M.
Iron Mountain made up 0.27% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #70 holding.
Kistler-Tiffany Companies first reported a position in Iron Mountain in Q3 2018 and has held it in 16 quarters since.
816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.