Raymond James & Associates’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $41.4M | Sell |
348,747
-5,335
| -2% | -$571K | 0.03% | 508 |
|
|
2024
Q2 | $31.7M | Buy |
354,082
+5,284
| +2% | +$428K | 0.02% | 571 |
|
|
2024
Q1 | $28M | Buy |
348,798
+8,118
| +2% | +$588K | 0.02% | 626 |
|
|
2023
Q4 | $23.8M | Sell |
340,680
-19,079
| -5% | -$1.2M | 0.02% | 659 |
|
|
2023
Q3 | $21.4M | Buy |
359,759
+3,037
| +0.9% | +$186K | 0.02% | 651 |
|
|
2023
Q2 | $20.3M | Sell |
356,722
-34,291
| -9% | -$1.88M | 0.02% | 682 |
|
|
2023
Q1 | $20.7M | Sell |
391,013
-14,146
| -3% | -$741K | 0.02% | 668 |
|
|
2022
Q4 | $20.2M | Buy |
405,159
+6,545
| +2% | +$330K | 0.02% | 655 |
|
|
2022
Q3 | $17.5M | Sell |
398,614
-11,219
| -3% | -$567K | 0.02% | 668 |
|
|
2022
Q2 | $20M | Sell |
409,833
-13,081
| -3% | -$688K | 0.02% | 612 |
|
|
2022
Q1 | $23.4M | Sell |
422,914
-21,172
| -5% | -$1.01M | 0.02% | 624 |
|
|
2021
Q4 | $23.2M | Buy |
444,086
+61,800
| +16% | +$2.92M | 0.02% | 673 |
|
|
2021
Q3 | $16.6M | Buy |
382,286
+29,734
| +8% | +$1.34M | 0.01% | 806 |
|
|
2021
Q2 | $14.9M | Sell |
352,552
-436,081
| -55% | -$18.3M | 0.01% | 860 |
|
|
2021
Q1 | $29.2M | Sell |
788,633
-961,031
| -55% | -$32.1M | 0.03% | 500 |
|
|
2020
Q4 | $51.6M | Sell |
1,749,664
-144,296
| -8% | -$4M | 0.06% | 280 |
|
|
2020
Q3 | $50.7M | Sell |
1,893,960
-141,184
| -7% | -$4.02M | 0.06% | 256 |
|
|
2020
Q2 | $53.1M | Sell |
2,035,144
-137,630
| -6% | -$3.48M | 0.07% | 231 |
|
|
2020
Q1 | $51.7M | Buy |
2,172,774
+152,438
| +8% | +$4.61M | 0.08% | 209 |
|
|
2019
Q4 | $64.4M | Sell |
2,020,336
-64,897
| -3% | -$2.13M | 0.08% | 221 |
|
|
2019
Q3 | $67.5M | Buy |
2,085,233
+73,386
| +4% | +$2.31M | 0.09% | 198 |
|
|
2019
Q2 | $63M | Sell |
2,011,847
-82,502
| -4% | -$2.7M | 0.09% | 206 |
|
|
2019
Q1 | $74.3M | Sell |
2,094,349
-145,246
| -6% | -$5.13M | 0.11% | 165 |
|
|
2018
Q4 | $72.6M | Sell |
2,239,595
-207,972
| -8% | -$6.82M | 0.13% | 149 |
|
|
2018
Q3 | $84.5M | Sell |
2,447,567
-20,837
| -0.8% | -$742K | 0.13% | 145 |
|
|
2018
Q2 | $86.4M | Buy |
2,468,404
+105,108
| +4% | +$3.55M | 0.15% | 132 |
|
|
2018
Q1 | $77.7M | Sell |
2,363,296
-17,347
| -0.7% | -$585K | 0.14% | 146 |
|
|
2017
Q4 | $89.8M | Sell |
2,380,643
-152,969
| -6% | -$6.07M | 0.17% | 117 |
|
|
2017
Q3 | $98.6M | Buy |
2,533,612
+15,822
| +0.6% | +$591K | 0.2% | 104 |
|
|
2017
Q2 | $86.5M | Buy |
2,517,790
+70,258
| +3% | +$2.46M | 0.19% | 110 |
|
|
2017
Q1 | $87.3M | Buy |
2,447,532
+64,918
| +3% | +$2.3M | 0.2% | 104 |
|
|
2016
Q4 | $77.4M | Buy |
2,382,614
+20,709
| +0.9% | +$688K | 0.2% | 109 |
|
|
2016
Q3 | $88.6M | Sell |
2,361,905
-53,912
| -2% | -$2.08M | 0.24% | 86 |
|
|
2016
Q2 | $96.2M | Buy |
2,415,817
+116,747
| +5% | +$4.25M | 0.3% | 61 |
|
|
2016
Q1 | $78M | Buy |
2,299,070
+244,180
| +12% | +$7.01M | 0.26% | 75 |
|
|
2015
Q4 | $55.5M | Sell |
2,054,890
-185,378
| -8% | -$5.44M | 0.2% | 111 |
|
|
2015
Q3 | $69.5M | Buy |
2,240,268
+385,590
| +21% | +$11.5M | 0.28% | 67 |
|
|
2015
Q2 | $57.5M | Buy |
1,854,678
+245,401
| +15% | +$8.59M | 0.22% | 90 |
|
|
2015
Q1 | $58.7M | Buy |
1,609,277
+459,953
| +40% | +$17.8M | 0.26% | 81 |
|
|
2014
Q4 | $44.4M | Buy |
1,149,324
+312,564
| +37% | +$11.4M | 0.22% | 95 |
|
|
2014
Q3 | $27.3M | Buy |
836,760
+160,288
| +24% | +$5.2M | 0.16% | 126 |
|
|
2014
Q2 | $22.2M | Buy |
676,472
+162,611
| +32% | +$4.41M | 0.14% | 157 |
|
|
2014
Q1 | $13.1M | Buy |
513,861
+29,429
| +6% | +$753K | 0.09% | 246 |
|
|
2013
Q4 | $13.6M | Buy |
484,432
+106,863
| +28% | +$2.74M | 0.1% | 218 |
|
|
2013
Q3 | $9.43M | Buy |
377,569
+22,166
| +6% | +$563K | 0.08% | 277 |
|
|
2013
Q2 | $8.74M | Buy |
+355,403
| New | +$11.5M | 0.08% | 277 |
|
Other funds holding IRM
Raymond James & Associates's IRM Position: Q3 2024 in Review
Raymond James & Associates reduced its Iron Mountain (IRM) stake by 1.5% in Q3 2024, selling an estimated $571K and leaving 348,747 shares worth $41.4M. The position accounts for 0.03% of the portfolio, ranked #508.
Raymond James & Associates first reported a position in IRM in Q2 2013 and has held it in 46 quarters since. The position peaked at $98.6M in Q3 2017. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.
- Raymond James & Associates held 348,747 shares of Iron Mountain worth $41.4M as of Q3 2024.
- Raymond James & Associates sold 5,335 Iron Mountain shares in Q3 2024, an estimated $571K.
- Iron Mountain made up 0.03% of Raymond James & Associates's portfolio in Q3 2024, its #508 holding.
- Raymond James & Associates first reported a position in Iron Mountain in Q2 2013 and has held it in 46 quarters since.
- Raymond James & Associates's Iron Mountain position peaked at $98.6M in Q3 2017.
- 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.
Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.