Murphy Middleton Hinkle & Parker’s Iron Mountain IRM Stock Holding History

Murphy Middleton Hinkle & Parker’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 Q4	–	Sell	-4,000	Closed	-$238K	–	136
2023 Q3	$238K	Hold	4,000	–	–	0.15%	126
2023 Q2	$227K	Hold	4,000	–	–	0.14%	127
2023 Q1	$212K	Buy	+4,000	New	+$210K	0.13%	129
2022 Q2	–	Sell	-4,000	Closed	-$222K	–	141
2022 Q1	$222K	Hold	4,000	–	–	0.12%	139
2021 Q4	$209K	Buy	+4,000	New	+$189K	0.11%	142

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Murphy Middleton Hinkle & Parker's IRM Position: Q4 2023 in Review

Murphy Middleton Hinkle & Parker sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 4,000 shares — an estimated $238K sold.

Murphy Middleton Hinkle & Parker first reported a position in IRM in Q4 2021 and held it in 5 quarters. The position peaked at $238K in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Murphy Middleton Hinkle & Parker reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Murphy Middleton Hinkle & Parker sold 4,000 Iron Mountain shares in Q4 2023, an estimated $238K.
Murphy Middleton Hinkle & Parker first reported a position in Iron Mountain in Q4 2021 and held it in 5 quarters.
Murphy Middleton Hinkle & Parker's Iron Mountain position peaked at $238K in Q3 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q4 2023, filed 24 Jan 2024.