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Prudent Man Advisors’s Iron Mountain IRM Stock Holding History

Prudent Man Advisors’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
Q1 		– Sell
-5,423
Closed -$380K – 186
2023
Q4 		$380K Sell
5,423
-7,131
-57% -$447K 0.14% 133
2023
Q3 		$746K Hold
12,554
– – 0.3% 77
2023
Q2 		$713K Sell
12,554
-227
-2% -$12.4K 0.27% 77
2023
Q1 		$676K Sell
12,781
-272
-2% -$14.3K 0.26% 86
2022
Q4 		$651K Buy
13,053
+265
+2% +$13.4K 0.26% 92
2022
Q3 		$562K Buy
12,788
+673
+6% +$34K 0.27% 84
2022
Q2 		$590K Sell
12,115
-1,888
-13% -$99.4K 0.28% 78
2022
Q1 		$776K Sell
14,003
-235
-2% -$11.2K 0.31% 65
2021
Q4 		$745K Sell
14,238
-3,320
-19% -$157K 0.28% 70
2021
Q3 		$763K Buy
17,558
+154
+0.9% +$6.93K 0.29% 72
2021
Q2 		$737K Sell
17,404
-140
-0.8% -$5.87K 0.28% 71
2021
Q1 		$649K Buy
17,544
+666
+4% +$22.3K 0.27% 77
2020
Q4 		$498K Sell
16,878
-222
-1% -$6.16K 0.21% 86
2020
Q3 		$458K Buy
+17,100
New +$487K 0.24% 84

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudent Man Advisors's IRM Position: Q1 2024 in Review

Prudent Man Advisors sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 5,423 shares — an estimated $380K sold.

Prudent Man Advisors first reported a position in IRM in Q3 2020 and held it in 14 quarters. The position peaked at $776K in Q1 2022. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Prudent Man Advisors reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 5,423 Iron Mountain shares in Q1 2024, an estimated $380K.
  • Prudent Man Advisors first reported a position in Iron Mountain in Q3 2020 and held it in 14 quarters.
  • Prudent Man Advisors's Iron Mountain position peaked at $776K in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Prudent Man Advisors's 13F filing for Q1 2024, filed 14 May 2024.