Schubert & Co’s Iron Mountain IRM Stock Holding History

Schubert & Co’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 Q2	–	Sell	-1,407	Closed	-$74.5K	–	760
2023 Q1	$74.5K	Buy	1,407 +17	+1%	+$891	0.07%	58
2022 Q4	$69.3K	Sell	1,390 -376	-21%	-$19K	0.06%	55
2022 Q3	$78K	Buy	1,766 +21	+1%	+$1.06K	0.07%	53
2022 Q2	$85K	Buy	1,745 +19	+1%	+$1K	0.08%	50
2022 Q1	$96K	Buy	1,726 +23	+1%	+$1.1K	0.11%	38
2021 Q4	$89K	Buy	+1,703	New	+$80.5K	0.09%	36

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Schubert & Co's IRM Position: Q2 2023 in Review

Schubert & Co sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 1,407 shares — an estimated $74.5K sold.

Schubert & Co first reported a position in IRM in Q4 2021 and held it in 6 quarters. The position peaked at $96K in Q1 2022. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

Schubert & Co reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 1,407 Iron Mountain shares in Q2 2023, an estimated $74.5K.
Schubert & Co first reported a position in Iron Mountain in Q4 2021 and held it in 6 quarters.
Schubert & Co's Iron Mountain position peaked at $96K in Q1 2022.
816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.