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Vident Investment Advisory’s Iron Mountain IRM Stock Holding History

Vident Investment Advisory’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
Q2 		– Sell
-28,858
Closed -$1.53M – 1262
2023
Q1 		$1.53M Buy
28,858
+442
+2% +$23.2K 0.05% 417
2022
Q4 		$1.42M Sell
28,416
-1,086
-4% -$54.8K 0.05% 395
2022
Q3 		$1.26M Buy
29,502
+6,226
+27% +$314K 0.04% 510
2022
Q2 		$1.13M Buy
23,276
+13,261
+132% +$698K 0.03% 577
2022
Q1 		$552K Sell
10,015
-44,322
-82% -$2.11M 0.01% 900
2021
Q4 		$2.85M Buy
54,337
+1,902
+4% +$89.9K 0.07% 317
2021
Q3 		$2.28M Buy
52,435
+42,758
+442% +$1.92M 0.07% 340
2021
Q2 		$409K Buy
+9,677
New +$406K 0.01% 884
2015
Q4 		– Sell
-138
Closed -$4K – 606
2015
Q3 		$4K Sell
138
-705
-84% -$21K ﹤0.01% 902
2015
Q2 		$26K Buy
+843
New +$29.5K ﹤0.01% 953

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vident Investment Advisory's IRM Position: Q2 2023 in Review

Vident Investment Advisory sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 28,858 shares — an estimated $1.53M sold.

Vident Investment Advisory first reported a position in IRM in Q2 2015 and held it in 10 quarters. The position peaked at $2.85M in Q4 2021. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • Vident Investment Advisory reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 28,858 Iron Mountain shares in Q2 2023, an estimated $1.53M.
  • Vident Investment Advisory first reported a position in Iron Mountain in Q2 2015 and held it in 10 quarters.
  • Vident Investment Advisory's Iron Mountain position peaked at $2.85M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.