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Simplicity Solutions’s Iron Mountain IRM Stock Holding History

Simplicity Solutions’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 		$1.13M Buy
16,185
+1,379
+9% +$86.5K 0.03% 412
2023
Q3 		$880K Sell
14,806
-103
-0.7% -$6.29K 0.03% 448
2023
Q2 		$847K Sell
14,909
-7,172
-32% -$393K 0.02% 505
2023
Q1 		$1.17M Buy
22,081
+3,140
+17% +$165K 0.03% 442
2022
Q4 		$944K Sell
18,941
-2,026
-10% -$102K 0.13% 203
2022
Q3 		$922K Buy
20,967
+12,085
+136% +$610K 0.13% 186
2022
Q2 		$432K Buy
8,882
+2,604
+41% +$137K 0.06% 339
2022
Q1 		$348K Sell
6,278
-4,870
-44% -$232K 0.04% 399
2021
Q4 		$584K Sell
11,148
-4,717
-30% -$223K 0.07% 342
2021
Q3 		$689K Buy
15,865
+4,546
+40% +$205K 0.11% 213
2021
Q2 		$479K Buy
11,319
+1,926
+21% +$80.8K 0.09% 235
2021
Q1 		$348K Buy
9,393
+263
+3% +$8.79K 0.08% 282
2020
Q4 		$269K Sell
9,130
-196
-2% -$5.44K ﹤0.01% 810
2020
Q3 		$250K Sell
9,326
-24,046
-72% -$684K ﹤0.01% 762
2020
Q2 		$871K Sell
33,372
-34,135
-51% -$862K 0.02% 503
2020
Q1 		$1.61M Sell
67,507
-18,406
-21% -$557K 0.05% 251
2019
Q4 		$2.74M Buy
85,913
+27,665
+47% +$907K 0.08% 194
2019
Q3 		$1.89M Buy
58,248
+10,390
+22% +$326K 0.08% 194
2019
Q2 		$1.5M Buy
+47,858
New +$1.57M 0.06% 194
2018
Q4 		– Sell
-12,938
Closed -$447K – 703
2018
Q3 		$447K Buy
12,938
+633
+5% +$22.5K 0.03% 290
2018
Q2 		$431K Buy
12,305
+373
+3% +$12.6K 0.03% 279
2018
Q1 		$392K Buy
11,932
+1,846
+18% +$62.2K 0.03% 237
2017
Q4 		$381K Buy
10,086
+535
+6% +$21.2K 0.04% 253
2017
Q3 		$372K Buy
9,551
+1,090
+13% +$40.7K 0.25% 113
2017
Q2 		$291K Buy
8,461
+1,425
+20% +$49.8K 0.03% 324
2017
Q1 		$251K Buy
+7,036
New +$249K 0.04% 327
2016
Q3 		– Sell
-5,196
Closed -$207K – 250
2016
Q2 		$207K Buy
+5,196
New +$189K 0.11% 205

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Simplicity Solutions's IRM Position: Q4 2023 in Review

Simplicity Solutions increased its Iron Mountain (IRM) stake by 9.3% in Q4 2023, buying an estimated $86.5K and bringing the position to 16,185 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #412.

Simplicity Solutions first reported a position in IRM in Q2 2016 and has held it in 27 quarters since. The position peaked at $2.74M in Q4 2019. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Simplicity Solutions held 16,185 shares of Iron Mountain worth $1.13M as of Q4 2023.
  • Simplicity Solutions bought 1,379 Iron Mountain shares in Q4 2023, an estimated $86.5K.
  • Iron Mountain made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #412 holding.
  • Simplicity Solutions first reported a position in Iron Mountain in Q2 2016 and has held it in 27 quarters since.
  • Simplicity Solutions's Iron Mountain position peaked at $2.74M in Q4 2019.
  • 891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.