Mastrapasqua Asset Management’s Iron Mountain IRM Stock Holding History

Mastrapasqua Asset 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 Q3	$292K	Buy	4,908 +153	+3%	+$9.35K	0.03%	137
2023 Q2	$270K	Buy	4,755 +1	+0%	+$55	0.03%	141
2023 Q1	$252K	Buy	+4,754	New	+$249K	0.03%	146
2019 Q2	–	Sell	-11,420	Closed	-$405K	–	130
2019 Q1	$405K	Buy	11,420 +20	+0.2%	+$706	0.08%	118
2018 Q4	$369K	Buy	11,400 +2,360	+26%	+$77.4K	0.08%	119
2018 Q3	$312K	Sell	9,040 -150	-2%	-$5.34K	0.06%	124
2018 Q2	$322K	Sell	9,190 -95	-1%	-$3.21K	0.06%	131
2018 Q1	$305K	Buy	9,285 +255	+3%	+$8.59K	0.06%	135
2017 Q4	$341K	Buy	9,030 +180	+2%	+$7.14K	0.07%	134
2017 Q3	$344K	Buy	+8,850	New	+$331K	0.07%	138

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mastrapasqua Asset Management's IRM Position: Q3 2023 in Review

Mastrapasqua Asset Management increased its Iron Mountain (IRM) stake by 3.2% in Q3 2023, buying an estimated $9.35K and bringing the position to 4,908 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #137.

Mastrapasqua Asset Management first reported a position in IRM in Q3 2017 and has held it in 10 quarters since. The position peaked at $405K in Q1 2019. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Mastrapasqua Asset Management held 4,908 shares of Iron Mountain worth $292K as of Q3 2023.
Mastrapasqua Asset Management bought 153 Iron Mountain shares in Q3 2023, an estimated $9.35K.
Iron Mountain made up 0.03% of Mastrapasqua Asset Management's portfolio in Q3 2023, its #137 holding.
Mastrapasqua Asset Management first reported a position in Iron Mountain in Q3 2017 and has held it in 10 quarters since.
Mastrapasqua Asset Management's Iron Mountain position peaked at $405K in Q1 2019.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Mastrapasqua Asset Management's 13F filing for Q3 2023, filed 25 Oct 2023.