MIM
IRM icon

Marco Investment Management’s Iron Mountain IRM Stock Holding History

Marco Investment 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
2023
Q2 		– Sell
-3,978
Closed -$210K – 207
2023
Q1 		$210K Buy
+3,978
New +$208K 0.02% 189
2022
Q2 		– Sell
-4,000
Closed -$222K – 204
2022
Q1 		$222K Hold
4,000
– – 0.02% 194
2021
Q4 		$209K Buy
+4,000
New +$189K 0.02% 213

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marco Investment Management's IRM Position: Q2 2023 in Review

Marco Investment Management sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 3,978 shares — an estimated $210K sold.

Marco Investment Management first reported a position in IRM in Q4 2021 and held it in 3 quarters. The position peaked at $222K in Q1 2022. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • Marco Investment Management reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
  • Marco Investment Management sold 3,978 Iron Mountain shares in Q2 2023, an estimated $210K.
  • Marco Investment Management first reported a position in Iron Mountain in Q4 2021 and held it in 3 quarters.
  • Marco Investment Management's Iron Mountain position peaked at $222K in Q1 2022.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Marco Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.