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Morningstar Investment Services’s Iron Mountain IRM Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-2,095
Closed -$245K – 257
2024
Q3 		$245K Buy
+2,095
New +$224K ﹤0.01% 370

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morningstar Investment Services's IRM Position: Q4 2024 in Review

Morningstar Investment Services sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 2,095 shares — an estimated $245K sold.

Morningstar Investment Services first reported a position in IRM in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 1,066 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Morningstar Investment Services reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,095 Iron Mountain shares in Q4 2024, an estimated $245K.
  • Morningstar Investment Services first reported a position in Iron Mountain in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's Iron Mountain position peaked at $245K in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.