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Lee Financial’s Iron Mountain IRM Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-565
Closed -$28K – 909
2022
Q2 		$28K Buy
565
+30
+6% +$1.58K 0.01% 296
2022
Q1 		$30K Buy
535
+35
+7% +$1.67K 0.01% 286
2021
Q4 		$26K Sell
500
-150
-23% -$7.09K ﹤0.01% 327
2021
Q3 		$28K Buy
650
+500
+333% +$22.5K 0.01% 291
2021
Q2 		$6K Buy
+150
New +$6.29K ﹤0.01% 451

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 $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's IRM Position: Q3 2022 in Review

Lee Financial sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 565 shares — an estimated $28K sold.

Lee Financial first reported a position in IRM in Q2 2021 and held it in 5 quarters. The position peaked at $30K in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Lee Financial reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 565 Iron Mountain shares in Q3 2022, an estimated $28K.
  • Lee Financial first reported a position in Iron Mountain in Q2 2021 and held it in 5 quarters.
  • Lee Financial's Iron Mountain position peaked at $30K in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.