Orion Capital Management’s Iron Mountain IRM Stock Holding History

Orion Capital 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	–	Sell	-500	Closed	-$44.8K	–	288
2024 Q2	$44.8K	Sell	500 -800	-62%	-$64.7K	0.02%	245
2024 Q1	$104K	Sell	1,300 -500	-28%	-$36.2K	0.06%	160
2023 Q4	$126K	Hold	1,800	–	–	0.07%	149
2023 Q3	$107K	Buy	+1,800	New	+$110K	0.07%	152
2023 Q2	–	Sell	-1,800	Closed	-$95.2K	–	294
2023 Q1	$95.2K	Hold	1,800	–	–	0.06%	163
2022 Q4	$89.7K	Hold	1,800	–	–	0.07%	156
2022 Q3	$79K	Sell	1,800 -500	-22%	-$25.2K	0.06%	160
2022 Q2	$112K	Hold	2,300	–	–	0.09%	139
2022 Q1	$127K	Hold	2,300	–	–	0.08%	150
2021 Q4	$120K	Hold	2,300	–	–	0.07%	154
2021 Q3	$100K	Hold	2,300	–	–	0.06%	156
2021 Q2	$97K	Hold	2,300	–	–	0.06%	145
2021 Q1	$85K	Hold	2,300	–	–	0.06%	144
2020 Q4	$68K	Buy	+2,300	New	+$63.8K	0.05%	140

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Orion Capital Management's IRM Position: Q3 2024 in Review

Orion Capital Management sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 500 shares — an estimated $44.8K sold.

Orion Capital Management first reported a position in IRM in Q4 2020 and held it in 14 quarters. The position peaked at $127K in Q1 2022. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Orion Capital Management reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Orion Capital Management sold 500 Iron Mountain shares in Q3 2024, an estimated $44.8K.
Orion Capital Management first reported a position in Iron Mountain in Q4 2020 and held it in 14 quarters.
Orion Capital Management's Iron Mountain position peaked at $127K in Q1 2022.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Orion Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.