SMDAM
Sumitomo Mitsui DS Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Buy |
97,014
+2,049
| +2% | +$210K | 0.09% | 185 |
|
|
2025
Q1 | $8.17M | Buy |
94,965
+2,395
| +3% | +$206K | 0.08% | 198 |
|
|
2024
Q4 | $9.73M | Buy |
92,570
+7,916
| +9% | +$832K | 0.1% | 169 |
|
|
2024
Q3 | $10.1M | Buy |
84,654
+3,980
| +5% | +$473K | 0.11% | 164 |
|
|
2024
Q2 | $7.23M | Buy |
80,674
+3,079
| +4% | +$276K | 0.09% | 191 |
|
|
2024
Q1 | $6.22M | Buy |
77,595
+744
| +1% | +$59.7K | 0.08% | 210 |
|
|
2023
Q4 | $5.38M | Buy |
76,851
+3,456
| +5% | +$242K | 0.07% | 250 |
|
|
2023
Q3 | $4.36M | Buy |
73,395
+3,978
| +6% | +$236K | 0.07% | 242 |
|
|
2023
Q2 | $3.94M | Buy |
69,417
+2,085
| +3% | +$118K | 0.06% | 256 |
|
|
2023
Q1 | $3.56M | Buy |
67,332
+3,856
| +6% | +$204K | 0.06% | 244 |
|
|
2022
Q4 | $3.16M | Buy |
63,476
+1,953
| +3% | +$97.4K | 0.06% | 254 |
|
|
2022
Q3 | $2.71M | Buy |
61,523
+7,276
| +13% | +$320K | 0.06% | 262 |
|
|
2022
Q2 | $2.64M | Buy |
54,247
+3,995
| +8% | +$194K | 0.06% | 261 |
|
|
2022
Q1 | $2.78M | Buy |
50,252
+4,245
| +9% | +$235K | 0.06% | 273 |
|
|
2021
Q4 | $2.41M | Buy |
46,007
+2,621
| +6% | +$137K | 0.05% | 325 |
|
|
2021
Q3 | $1.89M | Buy |
43,386
+1,426
| +3% | +$62K | 0.04% | 346 |
|
|
2021
Q2 | $1.78M | Buy |
41,960
+3,125
| +8% | +$132K | 0.04% | 356 |
|
|
2021
Q1 | $1.44M | Buy |
38,835
+2,521
| +7% | +$93.3K | 0.04% | 389 |
|
|
2020
Q4 | $1.07M | Sell |
36,314
-921
| -2% | -$27.1K | 0.03% | 436 |
|
|
2020
Q3 | $997K | Buy |
37,235
+2,153
| +6% | +$57.6K | 0.03% | 409 |
|
|
2020
Q2 | $915K | Buy |
35,082
+2,958
| +9% | +$77.2K | 0.03% | 414 |
|
|
2020
Q1 | $764K | Sell |
32,124
-863
| -3% | -$20.5K | 0.03% | 398 |
|
|
2019
Q4 | $1.05M | Buy |
32,987
+1,905
| +6% | +$60.7K | 0.04% | 405 |
|
|
2019
Q3 | $1.01M | Buy |
31,082
+4,230
| +16% | +$137K | 0.04% | 392 |
|
|
2019
Q2 | $840K | Sell |
26,852
-59,181
| -69% | -$1.85M | 0.03% | 413 |
|
|
2019
Q1 | $3.05M | Sell |
86,033
-5,094
| -6% | -$181K | 0.05% | 272 |
|
|
2018
Q4 | $2.95M | Sell |
91,127
-9,306
| -9% | -$302K | 0.05% | 245 |
|
|
2018
Q3 | $3.47M | Sell |
100,433
-9,312
| -8% | -$321K | 0.05% | 252 |
|
|
2018
Q2 | $3.84M | Sell |
109,745
-532
| -0.5% | -$18.6K | 0.06% | 238 |
|
|
2018
Q1 | $3.62M | Buy |
110,277
+5,898
| +6% | +$194K | 0.05% | 260 |
|
|
2017
Q4 | $3.94M | Buy |
104,379
+75,513
| +262% | +$2.85M | 0.06% | 245 |
|
|
2017
Q3 | $1.12M | Buy |
28,866
+1,431
| +5% | +$55.6K | 0.02% | 448 |
|
|
2017
Q2 | $942K | Sell |
27,435
-6,454
| -19% | -$222K | 0.02% | 500 |
|
|
2017
Q1 | $1.21M | Buy |
33,889
+2,224
| +7% | +$79.3K | 0.02% | 434 |
|
|
2016
Q4 | $1.03M | Buy |
31,665
+1,883
| +6% | +$61.1K | 0.02% | 435 |
|
|
2016
Q3 | $1.12M | Buy |
29,782
+1,578
| +6% | +$59.2K | 0.02% | 408 |
|
|
2016
Q2 | $1.12M | Buy |
28,204
+7,612
| +37% | +$303K | 0.03% | 376 |
|
|
2016
Q1 | $698K | Sell |
20,592
-1,936
| -9% | -$65.6K | 0.02% | 517 |
|
|
2015
Q4 | $608K | Buy |
22,528
+1,924
| +9% | +$51.9K | 0.02% | 540 |
|
|
2015
Q3 | $639K | Sell |
20,604
-1,420
| -6% | -$44K | 0.02% | 535 |
|
|
2015
Q2 | $682K | Buy |
22,024
+3,224
| +17% | +$99.8K | 0.02% | 543 |
|
|
2015
Q1 | $685K | Sell |
18,800
-1,314
| -7% | -$47.9K | 0.02% | 559 |
|
|
2014
Q4 | $777K | Sell |
20,114
-122,777
| -86% | -$4.74M | 0.02% | 544 |
|
|
2014
Q3 | $4.67M | Buy |
142,891
+6,994
| +5% | +$228K | 0.14% | 167 |
|
|
2014
Q2 | $4.82M | Buy |
135,897
+120,830
| +802% | +$4.28M | 0.14% | 169 |
|
|
2014
Q1 | $415K | Sell |
15,067
-148
| -1% | -$4.08K | 0.01% | 715 |
|
|
2013
Q4 | $461K | Sell |
15,215
-4,061
| -21% | -$123K | 0.01% | 710 |
|
|
2013
Q3 | $520K | Sell |
19,276
-76
| -0.4% | -$2.05K | 0.01% | 678 |
|
|
2013
Q2 | $514K | Buy |
+19,352
| New | +$514K | 0.01% | 666 |
|