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Stone House Investment Management’s Iron Mountain IRM Stock Holding History

Stone House Investment Management’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
-20
Closed -$1.19K – 344
2023
Q3 		$1.19K Buy
+20
New +$1.22K ﹤0.01% 293

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

Stone House Investment Management's IRM Position: Q4 2023 in Review

Stone House Investment Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 20 shares — an estimated $1.19K sold.

Stone House Investment Management first reported a position in IRM in Q3 2023 and held it in 1 quarter. The position peaked at $1.19K in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Stone House Investment Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 20 Iron Mountain shares in Q4 2023, an estimated $1.19K.
  • Stone House Investment Management first reported a position in Iron Mountain in Q3 2023 and held it in 1 quarter.
  • Stone House Investment Management's Iron Mountain position peaked at $1.19K in Q3 2023.
  • 891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.