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Mirabella Financial Services’s Iron Mountain IRM Stock Holding History

Mirabella Financial Services’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 		– Sell
-45,673
Closed -$2.6M – 505
2023
Q2 		$2.6M Buy
+45,673
New +$2.5M 0.28% 107
2022
Q3 		– Sell
-105,610
Closed -$5.14M – 451
2022
Q2 		$5.14M Buy
+105,610
New +$5.56M 0.51% 39

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

Mirabella Financial Services's IRM Position: Q3 2023 in Review

Mirabella Financial Services sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 45,673 shares — an estimated $2.6M sold.

Mirabella Financial Services first reported a position in IRM in Q2 2022 and held it in 2 quarters. The position peaked at $5.14M in Q2 2022. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Mirabella Financial Services reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 45,673 Iron Mountain shares in Q3 2023, an estimated $2.6M.
  • Mirabella Financial Services first reported a position in Iron Mountain in Q2 2022 and held it in 2 quarters.
  • Mirabella Financial Services's Iron Mountain position peaked at $5.14M in Q2 2022.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.