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Ladenburg Thalmann Financial Services’s Iron Mountain IRM Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$4.16M Buy
130,553
+15,278
+13% +$501K 0.03% 547
2019
Q3 		$3.73M Buy
115,275
+19,633
+21% +$617K 0.03% 578
2019
Q2 		$2.99M Buy
95,642
+28,089
+42% +$920K 0.02% 643
2019
Q1 		$2.4M Buy
67,553
+14,458
+27% +$511K 0.02% 696
2018
Q4 		$1.72M Sell
53,095
-953
-2% -$31.3K 0.02% 739
2018
Q3 		$1.87M Buy
54,048
+13,182
+32% +$470K 0.02% 758
2018
Q2 		$1.34M Hold
40,866
– – 0.01% 892
2018
Q1 		$1.34M Buy
40,866
+2,896
+8% +$97.6K 0.01% 892
2017
Q4 		$1.43M Buy
37,970
+7,018
+23% +$278K 0.01% 854
2017
Q3 		$1.2M Buy
30,952
+3,308
+12% +$124K 0.01% 879
2017
Q2 		$949K Buy
27,644
+1,100
+4% +$38.5K 0.01% 972
2017
Q1 		$945K Sell
26,544
-1,979
-7% -$70.1K 0.01% 928
2016
Q4 		$927K Sell
28,523
-2,536
-8% -$84.3K 0.01% 885
2016
Q3 		$1.17M Buy
31,059
+58
+0.2% +$2.24K 0.02% 716
2016
Q2 		$1.24M Sell
31,001
-142,312
-82% -$5.18M 0.02% 660
2016
Q1 		$5.88M Buy
173,313
+2,189
+1% +$62.9K 0.1% 196
2015
Q4 		$4.62M Buy
171,124
+2,783
+2% +$81.6K 0.09% 216
2015
Q3 		$5.22M Buy
168,341
+12,624
+8% +$377K 0.11% 186
2015
Q2 		$4.83M Buy
155,717
+4,343
+3% +$152K 0.09% 207
2015
Q1 		$5.52M Sell
151,374
-3,296
-2% -$127K 0.11% 192
2014
Q4 		$5.98M Buy
154,670
+9,143
+6% +$333K 0.13% 162
2014
Q3 		$4.75M Sell
145,527
-8,616
-6% -$279K 0.13% 152
2014
Q2 		$5.05M Buy
154,143
+9,665
+7% +$262K 0.14% 131
2014
Q1 		$3.68M Buy
144,478
+10,183
+8% +$260K 0.11% 150
2013
Q4 		$3.77M Buy
134,295
+53,517
+66% +$1.37M 0.12% 149
2013
Q3 		$2.02M Buy
80,778
+60,209
+293% +$1.53M 0.07% 226
2013
Q2 		$506K Buy
+20,569
New +$664K 0.02% 615

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IRM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Iron Mountain (IRM) stake by 13% in Q4 2019, buying an estimated $501K and bringing the position to 130,553 shares worth $4.16M. The position accounts for 0.03% of the portfolio, ranked #547.

Ladenburg Thalmann Financial Services first reported a position in IRM in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.98M in Q4 2014. 578 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 130,553 shares of Iron Mountain worth $4.16M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 15,278 Iron Mountain shares in Q4 2019, an estimated $501K.
  • Iron Mountain made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #547 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Iron Mountain in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Iron Mountain position peaked at $5.98M in Q4 2014.
  • 578 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.