USA Financial Formulas’s Iron Mountain IRM Stock Holding History

USA Financial Formulas’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 Q1	–	Sell	-14,191	Closed	-$993K	–	367
2023 Q4	$993K	Buy	+14,191	New	+$890K	0.17%	70

Other funds holding IRM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's IRM Position: Q1 2024 in Review

USA Financial Formulas sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 14,191 shares — an estimated $993K sold.

USA Financial Formulas first reported a position in IRM in Q4 2023 and held it in 1 quarter. The position peaked at $993K in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

USA Financial Formulas reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
USA Financial Formulas sold 14,191 Iron Mountain shares in Q1 2024, an estimated $993K.
USA Financial Formulas first reported a position in Iron Mountain in Q4 2023 and held it in 1 quarter.
USA Financial Formulas's Iron Mountain position peaked at $993K in Q4 2023.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.