L & S Advisors’s Iron Mountain IRM Stock Holding History

L & S 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
2023 Q4	–	Sell	-38,537	Closed	-$2.29M	–	345
2023 Q3	$2.29M	Buy	+38,537	New	+$2.35M	0.33%	81
2019 Q2	–	Sell	-34,029	Closed	-$1.21M	–	342
2019 Q1	$1.21M	Buy	+34,029	New	+$1.2M	0.16%	145

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

L & S Advisors's IRM Position: Q4 2023 in Review

L & S Advisors sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 38,537 shares — an estimated $2.29M sold.

L & S Advisors first reported a position in IRM in Q1 2019 and held it in 2 quarters. The position peaked at $2.29M in Q3 2023. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

L & S Advisors reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
L & S Advisors sold 38,537 Iron Mountain shares in Q4 2023, an estimated $2.29M.
L & S Advisors first reported a position in Iron Mountain in Q1 2019 and held it in 2 quarters.
L & S Advisors's Iron Mountain position peaked at $2.29M in Q3 2023.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on L & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.