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Nicholas Investment Partners’s Iron Mountain IRM Stock Holding History

Nicholas Investment Partners’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
Q1 		– Sell
-22,696
Closed -$1.13M – 204
2022
Q4 		$1.13M Hold
22,696
– – 0.1% 148
2022
Q3 		$998K Buy
22,696
+6,861
+43% +$346K 0.09% 143
2022
Q2 		$771K Buy
+15,835
New +$833K 0.07% 154

Other funds holding IRM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nicholas Investment Partners's IRM Position: Q1 2023 in Review

Nicholas Investment Partners sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 22,696 shares — an estimated $1.13M sold.

Nicholas Investment Partners first reported a position in IRM in Q2 2022 and held it in 3 quarters. The position peaked at $1.13M in Q4 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Nicholas Investment Partners reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Nicholas Investment Partners sold 22,696 Iron Mountain shares in Q1 2023, an estimated $1.13M.
  • Nicholas Investment Partners first reported a position in Iron Mountain in Q2 2022 and held it in 3 quarters.
  • Nicholas Investment Partners's Iron Mountain position peaked at $1.13M in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Nicholas Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.