Quad-Cities Investment Group’s Iron Mountain IRM Stock Holding History

Quad-Cities Investment Group’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	-1,708	Closed	-$203K	–	184
2024 Q3	$203K	Buy	+1,708	New	+$183K	0.1%	170
2022 Q3	–	Sell	-4,906	Closed	-$239K	–	180
2022 Q2	$239K	Buy	4,906 +20	+0.4%	+$1.05K	0.18%	136
2022 Q1	$271K	Buy	4,886 +22	+0.5%	+$1.05K	0.17%	138
2021 Q4	$255K	Buy	4,864 +24	+0.5%	+$1.13K	0.16%	141
2021 Q3	$210K	Buy	4,840 +25	+0.5%	+$1.13K	0.15%	158
2021 Q2	$204K	Buy	+4,815	New	+$202K	0.14%	167
2019 Q2	–	Sell	-100	Closed	-$4K	–	846
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	696
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	733
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	748
2018 Q2	$4K	Buy	+100	New	+$3.38K	﹤0.01%	720

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Quad-Cities Investment Group's IRM Position: Q4 2024 in Review

Quad-Cities Investment Group sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,708 shares — an estimated $203K sold.

Quad-Cities Investment Group first reported a position in IRM in Q2 2018 and held it in 10 quarters. The position peaked at $271K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Quad-Cities Investment Group reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
Quad-Cities Investment Group sold 1,708 Iron Mountain shares in Q4 2024, an estimated $203K.
Quad-Cities Investment Group first reported a position in Iron Mountain in Q2 2018 and held it in 10 quarters.
Quad-Cities Investment Group's Iron Mountain position peaked at $271K in Q1 2022.
1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Quad-Cities Investment Group's 13F filing for Q4 2024, filed 14 Jan 2025.