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 $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

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

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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