Retirement Group’s Iron Mountain IRM Stock Holding History

Retirement 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 Q1	$138K	Buy	1,721 +6	+0.3%	+$434	0.05%	138
2023 Q4	$120K	Buy	1,715 +8	+0.5%	+$502	0.05%	142
2023 Q3	$101K	Buy	1,707 +8	+0.5%	+$489	0.04%	145
2023 Q2	$96.6K	Buy	1,699 +8	+0.5%	+$438	0.04%	147
2023 Q1	$89K	Buy	1,691 +8	+0.5%	+$419	0.04%	144
2022 Q4	$84K	Buy	1,683 +33	+2%	+$1.67K	0.04%	138
2022 Q3	$73K	Buy	1,650 +8	+0.5%	+$404	0.06%	100
2022 Q2	$80K	Buy	1,642 +8	+0.5%	+$421	0.03%	170
2022 Q1	$91K	Buy	1,634 +8	+0.5%	+$381	0.04%	180
2021 Q4	$85K	Buy	1,626 +9	+0.6%	+$425	0.04%	178
2021 Q3	$70K	Buy	1,617 +9	+0.6%	+$405	0.03%	191
2021 Q2	$68K	Buy	1,608 +10	+0.6%	+$419	0.03%	200
2021 Q1	$59K	Sell	1,598 -1,070	-40%	-$35.8K	0.03%	256
2020 Q4	$78K	Buy	2,668 +48	+2%	+$1.33K	0.04%	207
2020 Q3	$70K	Buy	2,620 +44	+2%	+$1.25K	0.04%	214
2020 Q2	$67K	Buy	+2,576	New	+$65K	0.04%	211
2019 Q4	$128K	Buy	+4,010	New	+$131K	0.08%	147

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Retirement Group's IRM Position: Q1 2024 in Review

Retirement Group increased its Iron Mountain (IRM) stake by 0.35% in Q1 2024, buying an estimated $434 and bringing the position to 1,721 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #138.

Retirement Group first reported a position in IRM in Q4 2019 and has held it in 17 quarters since. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Retirement Group held 1,721 shares of Iron Mountain worth $138K as of Q1 2024.
Retirement Group bought 6 Iron Mountain shares in Q1 2024, an estimated $434.
Iron Mountain made up 0.05% of Retirement Group's portfolio in Q1 2024, its #138 holding.
Retirement Group first reported a position in Iron Mountain in Q4 2019 and has held it in 17 quarters since.
940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.