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 $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return