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Waratah Capital Advisors’s Iron Mountain IRM Stock Holding History

Waratah Capital Advisors’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
-20,956
Closed -$1.47M – 184
2023
Q4 		$1.47M Sell
20,956
-72,330
-78% -$4.54M 0.03% 109
2023
Q3 		$5.55M Buy
+93,286
New +$5.7M 0.08% 87

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waratah Capital Advisors's IRM Position: Q1 2024 in Review

Waratah Capital Advisors sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 20,956 shares — an estimated $1.47M sold.

Waratah Capital Advisors first reported a position in IRM in Q3 2023 and held it in 2 quarters. The position peaked at $5.55M in Q3 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Waratah Capital Advisors reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 20,956 Iron Mountain shares in Q1 2024, an estimated $1.47M.
  • Waratah Capital Advisors first reported a position in Iron Mountain in Q3 2023 and held it in 2 quarters.
  • Waratah Capital Advisors's Iron Mountain position peaked at $5.55M in Q3 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Waratah Capital Advisors's 13F filing for Q1 2024, filed 14 May 2024.