Private Ocean’s Iron Mountain IRM Stock Holding History

Private Ocean’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	$80.7K	Hold	900	–	–	0.01%	227
2024 Q1	$72.2K	Hold	900	–	–	0.01%	211
2023 Q4	$63K	Hold	900	–	–	0.01%	226
2023 Q3	$53.5K	Hold	900	–	–	0.01%	221
2023 Q2	$51.1K	Hold	900	–	–	0.01%	249
2023 Q1	$47.6K	Hold	900	–	–	0.01%	232
2022 Q4	$44.9K	Hold	900	–	–	0.01%	231
2022 Q3	$39K	Hold	900	–	–	0.01%	235
2022 Q2	$43K	Hold	900	–	–	0.01%	223
2022 Q1	$50K	Hold	900	–	–	0.01%	245
2021 Q4	$47K	Hold	900	–	–	0.01%	270
2021 Q3	$39K	Hold	900	–	–	﹤0.01%	290
2021 Q2	$38K	Buy	+900	New	+$37.7K	0.01%	279
2019 Q4	–	Sell	-197	Closed	-$7K	–	557
2019 Q3	$7K	Buy	+197	New	+$6.19K	﹤0.01%	448

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean's IRM Position: Q2 2024 in Review

Private Ocean held its Iron Mountain (IRM) position steady in Q2 2024 at 900 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #227.

Private Ocean first reported a position in IRM in Q3 2019 and has held it in 14 quarters since. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Private Ocean held 900 shares of Iron Mountain worth $80.7K as of Q2 2024.
Private Ocean left its Iron Mountain share count unchanged in Q2 2024.
Iron Mountain made up 0.01% of Private Ocean's portfolio in Q2 2024, its #227 holding.
Private Ocean first reported a position in Iron Mountain in Q3 2019 and has held it in 14 quarters since.
965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.