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
2024 Q4	–	Sell	-16,000	Closed	-$1.9M	–	670
2024 Q3	$1.9M	Buy	+16,000	New	+$1.71M	0.05%	292
2024 Q1	–	Sell	-26,700	Closed	-$1.87M	–	925
2023 Q4	$1.87M	Buy	+26,700	New	+$1.67M	0.07%	281
2018 Q2	–	Sell	-111,100	Closed	-$3.65M	–	1911
2018 Q1	$3.65M	Buy	111,100 +55,100	+98%	+$1.86M	0.06%	299
2017 Q4	$2.11M	Sell	56,000 -41,600	-43%	-$1.65M	0.03%	643
2017 Q3	$3.8M	Buy	97,600 +56,000	+135%	+$2.09M	0.05%	378
2017 Q2	$1.43M	Sell	41,600 -7,800	-16%	-$273K	0.02%	983
2017 Q1	$1.76M	Sell	49,400 -18,600	-27%	-$659K	0.02%	866
2016 Q4	$2.21M	Hold	68,000	–	–	0.02%	615
2016 Q3	$2.55M	Buy	68,000 +44,000	+183%	+$1.7M	0.03%	432
2016 Q2	$956K	Buy	+24,000	New	+$874K	0.01%	1181

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.