Safeguard Financial’s Iron Mountain IRM Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-193	Closed	-$10K	–	302
2023 Q2	$10K	Buy	+193	New	+$10.6K	﹤0.01%	340

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Safeguard Financial's IRM Position: Q3 2023 in Review

Safeguard Financial sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 193 shares — an estimated $10K sold.

Safeguard Financial first reported a position in IRM in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Safeguard Financial reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 193 Iron Mountain shares in Q3 2023, an estimated $10K.
Safeguard Financial first reported a position in Iron Mountain in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Iron Mountain position peaked at $10K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.