Sienna Gestion’s Iron Mountain IRM Stock Holding History

Sienna Gestion’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
2025 Q1	–	Sell	-3,844	Closed	-$404K	–	183
2024 Q4	$404K	Hold	3,844	–	–	0.03%	170
2024 Q3	$456K	Hold	3,844	–	–	0.03%	182
2024 Q2	$344K	Buy	3,844 +428	+13%	+$34.6K	0.03%	139
2024 Q1	$274K	Buy	+3,416	New	+$247K	0.02%	147

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sienna Gestion's IRM Position: Q1 2025 in Review

Sienna Gestion sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 3,844 shares — an estimated $404K sold.

Sienna Gestion first reported a position in IRM in Q1 2024 and held it in 4 quarters. The position peaked at $456K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Sienna Gestion reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Sienna Gestion sold 3,844 Iron Mountain shares in Q1 2025, an estimated $404K.
Sienna Gestion first reported a position in Iron Mountain in Q1 2024 and held it in 4 quarters.
Sienna Gestion's Iron Mountain position peaked at $456K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Sienna Gestion's 13F filing for Q1 2025, filed 13 May 2025.