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M&R Capital Management’s Iron Mountain IRM Stock Holding History

M&R Capital Management’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
Q3 		$206K Buy
1,735
+46
+3% +$4.92K 0.05% 128
2024
Q2 		$151K Sell
1,689
-2
-0.1% -$162 0.04% 150
2024
Q1 		$136K Sell
1,691
-4,267
-72% -$309K 0.03% 154
2023
Q4 		$417K Buy
5,958
+419
+8% +$26.3K 0.1% 97
2023
Q3 		$329K Buy
5,539
+272
+5% +$16.6K 0.09% 109
2023
Q2 		$299K Buy
5,267
+332
+7% +$18.2K 0.08% 111
2023
Q1 		$261K Buy
4,935
+1,299
+36% +$68.1K 0.07% 122
2022
Q4 		$181K Buy
3,636
+170
+5% +$8.58K 0.05% 144
2022
Q3 		$152K Buy
3,466
+427
+14% +$21.6K 0.04% 157
2022
Q2 		$147K Buy
3,039
+252
+9% +$13.3K 0.04% 163
2022
Q1 		$154K Buy
2,787
+2,073
+290% +$98.7K 0.03% 163
2021
Q4 		$37K Buy
+714
New +$33.7K 0.01% 253

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

M&R Capital Management's IRM Position: Q3 2024 in Review

M&R Capital Management increased its Iron Mountain (IRM) stake by 2.7% in Q3 2024, buying an estimated $4.92K and bringing the position to 1,735 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #128.

M&R Capital Management first reported a position in IRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $417K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • M&R Capital Management held 1,735 shares of Iron Mountain worth $206K as of Q3 2024.
  • M&R Capital Management bought 46 Iron Mountain shares in Q3 2024, an estimated $4.92K.
  • Iron Mountain made up 0.05% of M&R Capital Management's portfolio in Q3 2024, its #128 holding.
  • M&R Capital Management first reported a position in Iron Mountain in Q4 2021 and has held it in 12 quarters since.
  • M&R Capital Management's Iron Mountain position peaked at $417K in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.