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SpiderRock Advisors’s Iron Mountain IRM Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$2.2M Sell
18,499
-2,853
-13% -$305K 0.04% 307
2024
Q2 		$1.91M Sell
21,352
-143
-0.7% -$11.6K 0.04% 281
2024
Q1 		$1.71M Buy
+21,495
New +$1.56M 0.04% 294

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SpiderRock Advisors's IRM Position: Q3 2024 in Review

SpiderRock Advisors reduced its Iron Mountain (IRM) stake by 13% in Q3 2024, selling an estimated $305K and leaving 18,499 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #307.

SpiderRock Advisors first reported a position in IRM in Q1 2024 and has held it in 3 quarters since. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • SpiderRock Advisors held 18,499 shares of Iron Mountain worth $2.2M as of Q3 2024.
  • SpiderRock Advisors sold 2,853 Iron Mountain shares in Q3 2024, an estimated $305K.
  • Iron Mountain made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #307 holding.
  • SpiderRock Advisors first reported a position in Iron Mountain in Q1 2024 and has held it in 3 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.