Lee Ainslie’s Iron Mountain IRM Stock Holding History

Lee Ainslie’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	–	Sell	-3,363	Closed	-$270K	–	374
2024 Q1	$270K	Sell	3,363 -10,349	-75%	-$749K	0.01%	365
2023 Q4	$960K	Buy	+13,712	New	+$860K	0.02%	130

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

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

Lee Ainslie's IRM Position: Q2 2024 in Review

Lee Ainslie sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 3,363 shares — an estimated $270K sold.

Lee Ainslie first reported a position in IRM in Q4 2023 and held it in 2 quarters. The position peaked at $960K in Q4 2023. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Lee Ainslie reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
Lee Ainslie sold 3,363 Iron Mountain shares in Q2 2024, an estimated $270K.
Lee Ainslie first reported a position in Iron Mountain in Q4 2023 and held it in 2 quarters.
Lee Ainslie's Iron Mountain position peaked at $960K in Q4 2023.
966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.