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Lebenthal Global Advisors’s Iron Mountain IRM Stock Holding History

Lebenthal Global 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
2024
Q4 		– Sell
-3,526
Closed -$419K – 202
2024
Q3 		$419K Sell
3,526
-30
-0.8% -$3.21K 0.09% 135
2024
Q2 		$319K Sell
3,556
-76
-2% -$6.15K 0.07% 147
2024
Q1 		$291K Buy
3,632
+94
+3% +$6.8K 0.06% 160
2023
Q4 		$248K Buy
+3,538
New +$222K 0.06% 171

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lebenthal Global Advisors's IRM Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 3,526 shares — an estimated $419K sold.

Lebenthal Global Advisors first reported a position in IRM in Q4 2023 and held it in 4 quarters. The position peaked at $419K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Lebenthal Global Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,526 Iron Mountain shares in Q4 2024, an estimated $419K.
  • Lebenthal Global Advisors first reported a position in Iron Mountain in Q4 2023 and held it in 4 quarters.
  • Lebenthal Global Advisors's Iron Mountain position peaked at $419K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.