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Roosevelt Investment Group’s Iron Mountain IRM Stock Holding History

Roosevelt 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
2022
Q3 		$650K Buy
14,772
+160
+1% +$8.08K 0.05% 156
2022
Q2 		$711K Buy
14,612
+147
+1% +$7.74K 0.05% 148
2022
Q1 		$802K Buy
14,465
+1,244
+9% +$59.3K 0.05% 150
2021
Q4 		$692K Buy
+13,221
New +$625K 0.04% 163

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roosevelt Investment Group's IRM Position: Q3 2022 in Review

Roosevelt Investment Group increased its Iron Mountain (IRM) stake by 1.1% in Q3 2022, buying an estimated $8.08K and bringing the position to 14,772 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #156.

Roosevelt Investment Group first reported a position in IRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $802K in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Roosevelt Investment Group held 14,772 shares of Iron Mountain worth $650K as of Q3 2022.
  • Roosevelt Investment Group bought 160 Iron Mountain shares in Q3 2022, an estimated $8.08K.
  • Iron Mountain made up 0.05% of Roosevelt Investment Group's portfolio in Q3 2022, its #156 holding.
  • Roosevelt Investment Group first reported a position in Iron Mountain in Q4 2021 and has held it in 4 quarters since.
  • Roosevelt Investment Group's Iron Mountain position peaked at $802K in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.