Veritable’s Iron Mountain IRM Stock Holding History

Veritable’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 Q3	–	Sell	-9,644	Closed	-$548K	–	399
2023 Q2	$548K	Buy	9,644 +1,243	+15%	+$68K	0.01%	511
2023 Q1	$444K	Buy	8,401 +122	+1%	+$6.39K	0.01%	574
2022 Q4	$413K	Buy	8,279 +1,173	+17%	+$59.2K	0.01%	577
2022 Q3	$312K	Buy	7,106 +410	+6%	+$20.7K	0.01%	618
2022 Q2	$326K	Buy	6,696 +387	+6%	+$20.4K	0.01%	651
2022 Q1	$350K	Buy	6,309 +466	+8%	+$22.2K	0.01%	661
2021 Q4	$306K	Buy	+5,843	New	+$276K	﹤0.01%	711
2018 Q2	–	Sell	-10,272	Closed	-$338K	–	810
2018 Q1	$338K	Buy	10,272 +2,234	+28%	+$75.3K	0.01%	600
2017 Q4	$303K	Buy	+8,038	New	+$319K	0.01%	627
2015 Q2	–	Sell	-5,740	Closed	-$209K	–	813
2015 Q1	$209K	Buy	+5,740	New	+$222K	﹤0.01%	872

Other funds holding IRM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return