Steward Partners Investment Solutions’s Iron Mountain IRM Stock Holding History

Steward Partners Investment 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
2024 Q1	$885K	Buy	+11,030	New	+$798K	0.15%	108

Other funds holding IRM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Steward Partners Investment Solutions's IRM Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Iron Mountain (IRM) in Q1 2024: 11,030 shares worth $885K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings.

940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Steward Partners Investment Solutions held 11,030 shares of Iron Mountain worth $885K as of Q1 2024.
Iron Mountain was a new Steward Partners Investment Solutions position in Q1 2024.
Iron Mountain made up 0.15% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #108 holding.
940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.