La Financiere de L'Echiquier’s Iron Mountain IRM Stock Holding History

La Financiere de L'Echiquier’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 Q2	$1.32M	Sell	14,685 -19,885	-58%	-$1.61M	0.06%	78
2024 Q1	$2.77M	Sell	34,570 -45,949	-57%	-$3.33M	0.12%	56
2023 Q4	$5.63M	Sell	80,519 -5,085	-6%	-$319K	0.26%	52
2023 Q3	$5.09M	Buy	85,604 +5,338	+7%	+$326K	0.26%	54
2023 Q2	$4.56M	Sell	80,266 -55,265	-41%	-$3.03M	0.23%	57
2023 Q1	$7.17M	Sell	135,531 -23,619	-15%	-$1.24M	0.38%	49
2022 Q4	$7.93M	Sell	159,150 -26,953	-14%	-$1.36M	0.5%	40
2022 Q3	$8.18M	Buy	186,103 +17,100	+10%	+$864K	0.52%	41
2022 Q2	$8.23M	Buy	+169,003	New	+$8.89M	0.49%	45

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 $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

La Financiere de L'Echiquier's IRM Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Iron Mountain (IRM) stake by 58% in Q2 2024, selling an estimated $1.61M and leaving 14,685 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #78.

La Financiere de L'Echiquier first reported a position in IRM in Q2 2022 and has held it in 9 quarters since. The position peaked at $8.23M in Q2 2022. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

La Financiere de L'Echiquier held 14,685 shares of Iron Mountain worth $1.32M as of Q2 2024.
La Financiere de L'Echiquier sold 19,885 Iron Mountain shares in Q2 2024, an estimated $1.61M.
Iron Mountain made up 0.06% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #78 holding.
La Financiere de L'Echiquier first reported a position in Iron Mountain in Q2 2022 and has held it in 9 quarters since.
La Financiere de L'Echiquier's Iron Mountain position peaked at $8.23M in Q2 2022.
966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.