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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 – 1019
2021
Q2 		$2K Buy
+36
New +$1.51K ﹤0.01% 939
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
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