MSH Capital Advisors’s Iron Mountain IRM Stock Holding History

MSH Capital Advisors’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 Q3	–	Sell	-21,749	Closed	-$1.95M	–	231
2024 Q2	$1.95M	Buy	21,749 +738	+4%	+$59.7K	0.65%	49
2024 Q1	$1.69M	Sell	21,011 -14,892	-41%	-$1.08M	0.59%	55
2023 Q4	$2.51M	Sell	35,903 -395	-1%	-$24.8K	0.94%	28
2023 Q3	$2.16M	Buy	36,298 +71	+0.2%	+$4.34K	0.85%	32
2023 Q2	$2.06M	Buy	36,227 +8,194	+29%	+$449K	0.75%	41
2023 Q1	$1.48M	Buy	28,033 +3,285	+13%	+$172K	0.63%	56
2022 Q4	$1.23M	Buy	24,748 +19,458	+368%	+$982K	0.56%	63
2022 Q3	$233K	Buy	5,290 +32	+0.6%	+$1.62K	0.11%	170
2022 Q2	$256K	Buy	5,258 +357	+7%	+$18.8K	0.12%	161
2022 Q1	$272K	Buy	4,901 +728	+17%	+$34.7K	0.11%	166
2021 Q4	$218K	Buy	+4,173	New	+$197K	0.1%	166

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MSH Capital Advisors's IRM Position: Q3 2024 in Review

MSH Capital Advisors sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 21,749 shares — an estimated $1.95M sold.

MSH Capital Advisors first reported a position in IRM in Q4 2021 and held it in 11 quarters. The position peaked at $2.51M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

MSH Capital Advisors reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
MSH Capital Advisors sold 21,749 Iron Mountain shares in Q3 2024, an estimated $1.95M.
MSH Capital Advisors first reported a position in Iron Mountain in Q4 2021 and held it in 11 quarters.
MSH Capital Advisors's Iron Mountain position peaked at $2.51M in Q4 2023.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on MSH Capital Advisors's 13F filing for Q3 2024, filed 14 Feb 2025.