Meag Munich Ergo’s Iron Mountain IRM Stock Holding History

Meag Munich Ergo’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	-1,857	Closed	-$149K	–	188
2024 Q1	$149K	Buy	+1,857	New	+$134K	0.01%	155
2023 Q3	–	Sell	-2,089	Closed	-$119K	–	186
2023 Q2	$119K	Buy	+2,089	New	+$114K	0.01%	159
2021 Q2	–	Sell	-8,267	Closed	-$306K	–	338
2021 Q1	$306K	Sell	8,267 -27,879	-77%	-$932K	0.03%	297
2020 Q4	$1.06M	Buy	+36,146	New	+$1M	0.24%	116
2020 Q1	–	Sell	-4,967	Closed	-$157K	–	360
2019 Q4	$157K	Sell	4,967 -16,147	-76%	-$529K	0.02%	461
2019 Q3	$677K	Buy	21,114 +9,774	+86%	+$307K	0.03%	433
2019 Q2	$351K	Hold	11,340	–	–	0.03%	462
2019 Q1	$404K	Buy	+11,340	New	+$401K	0.03%	443
2018 Q1	–	Sell	-34,889	Closed	-$1.33M	–	447
2017 Q4	$1.33M	Sell	34,889 -9,565	-22%	-$380K	0.05%	328
2017 Q3	$1.73M	Hold	44,454	–	–	0.07%	227
2017 Q2	$1.52M	Buy	+44,454	New	+$1.56M	0.07%	244

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

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

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

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

Capital World Investors

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

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

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