Tompkins Financial’s Iron Mountain IRM Stock Holding History

Tompkins Financial’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
2024 Q2	–	Sell	-12,000	Closed	-$963K	–	615
2024 Q1	$963K	Buy	+12,000	New	+$869K	0.11%	87

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Tompkins Financial's IRM Position: Q2 2024 in Review

Tompkins Financial sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 12,000 shares — an estimated $963K sold.

Tompkins Financial first reported a position in IRM in Q1 2024 and held it in 1 quarter. The position peaked at $963K in Q1 2024. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

Tompkins Financial reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
Tompkins Financial sold 12,000 Iron Mountain shares in Q2 2024, an estimated $963K.
Tompkins Financial first reported a position in Iron Mountain in Q1 2024 and held it in 1 quarter.
Tompkins Financial's Iron Mountain position peaked at $963K in Q1 2024.
966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.