Raymond James Trust’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 | $748K | Sell |
6,293
-276
| -4% | -$29.5K | 0.02% | 602 |
|
|
2024
Q2 | $589K | Sell |
6,569
-868
| -12% | -$70.2K | 0.01% | 650 |
|
|
2024
Q1 | $597K | Sell |
7,437
-1,170
| -14% | -$84.7K | 0.01% | 642 |
|
|
2023
Q4 | $602K | Sell |
8,607
-47
| -0.5% | -$2.95K | 0.02% | 609 |
|
|
2023
Q3 | $514K | Buy |
8,654
+843
| +11% | +$51.5K | 0.02% | 620 |
|
|
2023
Q2 | $444K | Sell |
7,811
-258
| -3% | -$14.1K | 0.01% | 711 |
|
|
2023
Q1 | $427K | Buy |
8,069
+479
| +6% | +$25.1K | 0.01% | 699 |
|
|
2022
Q4 | $379K | Buy |
7,590
+61
| +0.8% | +$3.08K | 0.01% | 719 |
|
|
2022
Q3 | $331K | Sell |
7,529
-57
| -0.8% | -$2.88K | 0.01% | 746 |
|
|
2022
Q2 | $370K | Buy |
7,586
+34
| +0.5% | +$1.79K | 0.01% | 705 |
|
|
2022
Q1 | $419K | Buy |
7,552
+2,608
| +53% | +$124K | 0.01% | 708 |
|
|
2021
Q4 | $259K | Sell |
4,944
-2,733
| -36% | -$129K | 0.01% | 970 |
|
|
2021
Q3 | $334K | Sell |
7,677
-1,154
| -13% | -$51.9K | 0.01% | 806 |
|
|
2021
Q2 | $374K | Sell |
8,831
-6,259
| -41% | -$262K | 0.01% | 756 |
|
|
2021
Q1 | $558K | Sell |
15,090
-15,046
| -50% | -$503K | 0.02% | 551 |
|
|
2020
Q4 | $888K | Sell |
30,136
-928
| -3% | -$25.7K | 0.03% | 380 |
|
|
2020
Q3 | $832K | Sell |
31,064
-105
| -0.3% | -$2.99K | 0.04% | 360 |
|
|
2020
Q2 | $814K | Sell |
31,169
-916
| -3% | -$23.1K | 0.04% | 344 |
|
|
2020
Q1 | $764K | Buy |
32,085
+2,417
| +8% | +$73.2K | 0.05% | 314 |
|
|
2019
Q4 | $945K | Sell |
29,668
-478
| -2% | -$15.7K | 0.05% | 316 |
|
|
2019
Q3 | $976K | Sell |
30,146
-417
| -1% | -$13.1K | 0.05% | 305 |
|
|
2019
Q2 | $957K | Sell |
30,563
-853
| -3% | -$28K | 0.05% | 295 |
|
|
2019
Q1 | $1.11M | Sell |
31,416
-98
| -0.3% | -$3.46K | 0.06% | 258 |
|
|
2018
Q4 | $1.02M | Buy |
31,514
+608
| +2% | +$19.9K | 0.07% | 254 |
|
|
2018
Q3 | $1.07M | Buy |
30,906
+208
| +0.7% | +$7.41K | 0.06% | 268 |
|
|
2018
Q2 | $1.07M | Buy |
30,698
+2,776
| +10% | +$93.8K | 0.07% | 255 |
|
|
2018
Q1 | $917K | Sell |
27,922
-550
| -2% | -$18.5K | 0.06% | 258 |
|
|
2017
Q4 | $1.07M | Sell |
28,472
-1,291
| -4% | -$51.2K | 0.07% | 240 |
|
|
2017
Q3 | $1.16M | Sell |
29,763
-98
| -0.3% | -$3.66K | 0.08% | 222 |
|
|
2017
Q2 | $1.03M | Sell |
29,861
-904
| -3% | -$31.6K | 0.08% | 235 |
|
|
2017
Q1 | $1.1M | Buy |
30,765
+170
| +0.6% | +$6.02K | 0.08% | 228 |
|
|
2016
Q4 | $994K | Sell |
30,595
-458
| -1% | -$15.2K | 0.08% | 232 |
|
|
2016
Q3 | $1.17M | Sell |
31,053
-2,537
| -8% | -$97.9K | 0.1% | 195 |
|
|
2016
Q2 | $1.34M | Buy |
33,590
+1,159
| +4% | +$42.2K | 0.12% | 175 |
|
|
2016
Q1 | $1.1M | Buy |
32,431
+581
| +2% | +$16.7K | 0.1% | 192 |
|
|
2015
Q4 | $861K | Sell |
31,850
-1,313
| -4% | -$38.5K | 0.08% | 234 |
|
|
2015
Q3 | $1.03M | Buy |
33,163
+6,384
| +24% | +$190K | 0.12% | 172 |
|
|
2015
Q2 | $829K | Sell |
26,779
-993
| -4% | -$34.8K | 0.09% | 218 |
|
|
2015
Q1 | $1.01M | Buy |
27,772
+6,590
| +31% | +$254K | 0.11% | 194 |
|
|
2014
Q4 | $819K | Buy |
21,182
+4,066
| +24% | +$148K | 0.09% | 224 |
|
|
2014
Q3 | $559K | Buy |
17,116
+3,668
| +27% | +$119K | 0.06% | 278 |
|
|
2014
Q2 | $441K | Buy |
13,448
+2,546
| +23% | +$69.1K | 0.05% | 334 |
|
|
2014
Q1 | $278K | Sell |
10,902
-113
| -1% | -$2.89K | 0.03% | 429 |
|
|
2013
Q4 | $309K | Buy |
11,015
+671
| +6% | +$17.2K | 0.04% | 385 |
|
|
2013
Q3 | $258K | Buy |
10,344
+1,254
| +14% | +$31.9K | 0.04% | 406 |
|
|
2013
Q2 | $223K | Buy |
+9,090
| New | +$293K | 0.04% | 425 |
|
Other funds holding IRM
Raymond James Trust's IRM Position: Q3 2024 in Review
Raymond James Trust reduced its Iron Mountain (IRM) stake by 4.2% in Q3 2024, selling an estimated $29.5K and leaving 6,293 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #602.
Raymond James Trust first reported a position in IRM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.34M in Q2 2016. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.
- Raymond James Trust held 6,293 shares of Iron Mountain worth $748K as of Q3 2024.
- Raymond James Trust sold 276 Iron Mountain shares in Q3 2024, an estimated $29.5K.
- Iron Mountain made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #602 holding.
- Raymond James Trust first reported a position in Iron Mountain in Q2 2013 and has held it in 46 quarters since.
- Raymond James Trust's Iron Mountain position peaked at $1.34M in Q2 2016.
- 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.
Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.