McIlrath & Eck’s Iron Mountain IRM Stock Holding History

McIlrath & Eck’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	-100	Closed	-$8.02K	–	974
2024 Q1	$8.02K	Hold	100	–	–	﹤0.01%	638
2023 Q4	$7K	Hold	100	–	–	﹤0.01%	620
2023 Q3	$5.95K	Hold	100	–	–	﹤0.01%	624
2023 Q2	$5.68K	Hold	100	–	–	﹤0.01%	649
2023 Q1	$5.29K	Hold	100	–	–	﹤0.01%	658
2022 Q4	$4.99K	Hold	100	–	–	﹤0.01%	640
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	671
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	617
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	601
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	630
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	648
2021 Q2	$4K	Sell	100 -50	-33%	-$2.1K	﹤0.01%	647
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	560
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	560
2020 Q3	$4K	Buy	+150	New	+$4.27K	﹤0.01%	510
2020 Q2	–	Sell	-45	Closed	-$1K	–	687
2020 Q1	$1K	Buy	+45	New	+$1.36K	﹤0.01%	622

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

McIlrath & Eck's IRM Position: Q2 2024 in Review

McIlrath & Eck sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 100 shares — an estimated $8.02K sold.

McIlrath & Eck first reported a position in IRM in Q1 2020 and held it in 16 quarters. The position peaked at $8.02K in Q1 2024. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

McIlrath & Eck reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
McIlrath & Eck sold 100 Iron Mountain shares in Q2 2024, an estimated $8.02K.
McIlrath & Eck first reported a position in Iron Mountain in Q1 2020 and held it in 16 quarters.
McIlrath & Eck's Iron Mountain position peaked at $8.02K in Q1 2024.
966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on McIlrath & Eck's 13F filing for Q2 2024, filed 14 Aug 2024.