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Naples Money Management’s Iron Mountain IRM Stock Holding History

Naples Money Management’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 		$30.2K Hold
254
– – 0.03% 114
2024
Q2 		$22.8K Hold
254
– – 0.02% 119
2024
Q1 		$20.4K Sell
254
-2,018
-89% -$146K 0.02% 135
2023
Q4 		$159K Buy
+2,272
New +$143K 0.15% 59

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Naples Money Management's IRM Position: Q3 2024 in Review

Naples Money Management held its Iron Mountain (IRM) position steady in Q3 2024 at 254 shares worth $30.2K. The position accounts for 0.03% of the portfolio, ranked #114.

Naples Money Management first reported a position in IRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $159K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Naples Money Management held 254 shares of Iron Mountain worth $30.2K as of Q3 2024.
  • Naples Money Management left its Iron Mountain share count unchanged in Q3 2024.
  • Iron Mountain made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #114 holding.
  • Naples Money Management first reported a position in Iron Mountain in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Iron Mountain position peaked at $159K in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.