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New Covenant Trust Company’s Iron Mountain IRM Stock Holding History

New Covenant Trust Company’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
Q2 		– Sell
-98
Closed -$7.86K – 246
2024
Q1 		$7.86K Buy
+98
New +$7.09K 0.01% 358

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Covenant Trust Company's IRM Position: Q2 2024 in Review

New Covenant Trust Company sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 98 shares — an estimated $7.86K sold.

New Covenant Trust Company first reported a position in IRM in Q1 2024 and held it in 1 quarter. The position peaked at $7.86K in Q1 2024. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • New Covenant Trust Company reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • New Covenant Trust Company sold 98 Iron Mountain shares in Q2 2024, an estimated $7.86K.
  • New Covenant Trust Company first reported a position in Iron Mountain in Q1 2024 and held it in 1 quarter.
  • New Covenant Trust Company's Iron Mountain position peaked at $7.86K in Q1 2024.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on New Covenant Trust Company's 13F filing for Q2 2024, filed 30 Jul 2024.