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Kula Investments’s Iron Mountain IRM Stock Holding History

Kula Investments’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
Q1 		$236K Buy
+4,465
New +$234K 0.06% 529

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 $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's IRM Position: Q1 2023 in Review

Kula Investments opened a new position in Iron Mountain (IRM) in Q1 2023: 4,465 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #529 among its holdings.

790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Kula Investments held 4,465 shares of Iron Mountain worth $236K as of Q1 2023.
  • Iron Mountain was a new Kula Investments position in Q1 2023.
  • Iron Mountain made up 0.06% of Kula Investments's portfolio in Q1 2023, its #529 holding.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.