Stonebridge Capital Advisors’s Iron Mountain IRM Stock Holding History

Stonebridge Capital 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
2023 Q4	–	Sell	-363	Closed	-$21.6K	–	511
2023 Q3	$21.6K	Hold	363	–	–	﹤0.01%	488
2023 Q2	$20.6K	Buy	363 +264	+267%	+$14.5K	﹤0.01%	513
2023 Q1	$5.23K	Buy	99 +1	+1%	+$52	﹤0.01%	709
2022 Q4	$4.87K	Buy	98 +2	+2%	+$101	﹤0.01%	701
2022 Q3	$4K	Buy	96 +1	+1%	+$50	﹤0.01%	706
2022 Q2	$5K	Buy	+95	New	+$5K	﹤0.01%	708
2021 Q3	–	Sell	-36	Closed	-$2K	–	973
2021 Q2	$2K	Buy	+36	New	+$1.51K	﹤0.01%	797
2019 Q4	–	Sell	-34	Closed	-$1K	–	882
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	793
2019 Q2	$1K	Buy	+34	New	+$1.11K	﹤0.01%	837

Other funds holding IRM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Capital Advisors's IRM Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 363 shares — an estimated $21.6K sold.

Stonebridge Capital Advisors first reported a position in IRM in Q2 2019 and held it in 9 quarters. The position peaked at $21.6K in Q3 2023. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 363 Iron Mountain shares in Q4 2023, an estimated $21.6K.
Stonebridge Capital Advisors first reported a position in Iron Mountain in Q2 2019 and held it in 9 quarters.
Stonebridge Capital Advisors's Iron Mountain position peaked at $21.6K in Q3 2023.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.