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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Veritable's IRM Position: Q3 2023 in Review

Veritable sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 9,644 shares — an estimated $548K sold.

Veritable first reported a position in IRM in Q1 2015 and held it in 10 quarters. The position peaked at $548K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Veritable reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 9,644 Iron Mountain shares in Q3 2023, an estimated $548K.
  • Veritable first reported a position in Iron Mountain in Q1 2015 and held it in 10 quarters.
  • Veritable's Iron Mountain position peaked at $548K in Q2 2023.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.