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Surevest’s Iron Mountain IRM Stock Holding History

Surevest’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
2022
Q3 		$158K Hold
3,597
– – 0.04% 145
2022
Q2 		$175K Hold
3,597
– – 0.05% 139
2022
Q1 		$199K Hold
3,597
– – 0.05% 135
2021
Q4 		$188K Buy
+3,597
New +$170K 0.04% 121

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's IRM Position: Q3 2022 in Review

Surevest held its Iron Mountain (IRM) position steady in Q3 2022 at 3,597 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #145.

Surevest first reported a position in IRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $199K in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Surevest held 3,597 shares of Iron Mountain worth $158K as of Q3 2022.
  • Surevest left its Iron Mountain share count unchanged in Q3 2022.
  • Iron Mountain made up 0.04% of Surevest's portfolio in Q3 2022, its #145 holding.
  • Surevest first reported a position in Iron Mountain in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Iron Mountain position peaked at $199K in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.