Sherbrooke Park Advisers’s Iron Mountain IRM Stock Holding History

Sherbrooke Park Advisers’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 Q4	–	Sell	-5,180	Closed	-$308K	–	577
2023 Q3	$308K	Buy	+5,180	New	+$317K	0.1%	327

Other funds holding IRM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Sherbrooke Park Advisers's IRM Position: Q4 2023 in Review

Sherbrooke Park Advisers sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 5,180 shares — an estimated $308K sold.

Sherbrooke Park Advisers first reported a position in IRM in Q3 2023 and held it in 1 quarter. The position peaked at $308K in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Sherbrooke Park Advisers reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Sherbrooke Park Advisers sold 5,180 Iron Mountain shares in Q4 2023, an estimated $308K.
Sherbrooke Park Advisers first reported a position in Iron Mountain in Q3 2023 and held it in 1 quarter.
Sherbrooke Park Advisers's Iron Mountain position peaked at $308K in Q3 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.