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Paloma Partners’s Iron Mountain IRM Stock Holding History

Paloma 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
Q3 		– Sell
-14,131
Closed -$803K – 819
2023
Q2 		$803K Buy
+14,131
New +$774K 0.03% 406
2022
Q1 		– Sell
-9,610
Closed -$503K – 1999
2021
Q4 		$503K Buy
9,610
+3,173
+49% +$150K 0.01% 1097
2021
Q3 		$280K Buy
6,437
+740
+13% +$33.3K 0.01% 747
2021
Q2 		$241K Buy
+5,697
New +$239K ﹤0.01% 1437
2020
Q4 		– Sell
-22,565
Closed -$605K – 1925
2020
Q3 		$605K Sell
22,565
-142,459
-86% -$4.05M 0.02% 1032
2020
Q2 		$4.31M Buy
+165,024
New +$4.17M 0.07% 344
2020
Q1 		– Sell
-52,137
Closed -$1.66M – 1639
2019
Q4 		$1.66M Buy
52,137
+40,440
+346% +$1.33M 0.03% 676
2019
Q3 		$379K Buy
+11,697
New +$367K 0.01% 1373
2019
Q2 		– Sell
-7,320
Closed -$259K – 1962
2019
Q1 		$259K Buy
+7,320
New +$259K 0.01% 1380
2018
Q4 		– Sell
-8,210
Closed -$283K – 1512
2018
Q3 		$283K Sell
8,210
-15,076
-65% -$537K 0.01% 1246
2018
Q2 		$815K Sell
23,286
-2,326
-9% -$78.6K 0.01% 798
2018
Q1 		$841K Buy
+25,612
New +$863K 0.01% 1080
2017
Q4 		– Sell
-10,270
Closed -$408K – 2086
2017
Q3 		$399K Buy
10,270
+1,016
+11% +$38K 0.01% 1653
2017
Q2 		$318K Sell
9,254
-35,564
-79% -$1.24M ﹤0.01% 1767
2017
Q1 		$1.6M Sell
44,818
-21,416
-32% -$758K 0.02% 933
2016
Q4 		$2.15M Buy
+66,234
New +$2.2M 0.02% 631
2016
Q3 		– Sell
-7,043
Closed -$272K – 1974
2016
Q2 		$281K Buy
+7,043
New +$256K ﹤0.01% 1799
2014
Q3 		– Sell
-22,830
Closed -$748K – 1163
2014
Q2 		$748K Buy
22,830
+14,641
+179% +$397K 0.03% 417
2014
Q1 		$209K Buy
+8,189
New +$209K 0.01% 582

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paloma Partners's IRM Position: Q3 2023 in Review

Paloma Partners sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 14,131 shares — an estimated $803K sold.

Paloma Partners first reported a position in IRM in Q1 2014 and held it in 19 quarters. The position peaked at $4.31M in Q2 2020. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Paloma Partners reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Paloma Partners sold 14,131 Iron Mountain shares in Q3 2023, an estimated $803K.
  • Paloma Partners first reported a position in Iron Mountain in Q1 2014 and held it in 19 quarters.
  • Paloma Partners's Iron Mountain position peaked at $4.31M in Q2 2020.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Paloma Partners's 13F filing for Q3 2023, filed 14 Nov 2023.