Webster Bank’s Iron Mountain IRM Stock Holding History

Webster Bank’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 Q3	–	Sell	-557	Closed	-$49.9K	–	604
2024 Q2	$49.9K	Hold	557	–	–	0.01%	345
2024 Q1	$44.7K	Hold	557	–	–	0.01%	358
2023 Q4	$39K	Hold	557	–	–	﹤0.01%	376
2023 Q3	$33.1K	Hold	557	–	–	﹤0.01%	369
2023 Q2	$31.6K	Hold	557	–	–	﹤0.01%	370
2023 Q1	$29.5K	Hold	557	–	–	﹤0.01%	385
2022 Q4	$28K	Hold	557	–	–	﹤0.01%	381
2022 Q3	$24K	Hold	557	–	–	﹤0.01%	392
2022 Q2	$27K	Hold	557	–	–	﹤0.01%	382
2022 Q1	$31K	Hold	557	–	–	﹤0.01%	388
2021 Q4	$29K	Hold	557	–	–	﹤0.01%	400
2021 Q3	$24K	Hold	557	–	–	﹤0.01%	401
2021 Q2	$24K	Hold	557	–	–	﹤0.01%	387
2021 Q1	$21K	Hold	557	–	–	﹤0.01%	409
2020 Q4	$16K	Hold	557	–	–	﹤0.01%	422
2020 Q3	$15K	Hold	557	–	–	﹤0.01%	397
2020 Q2	$15K	Hold	557	–	–	﹤0.01%	383
2020 Q1	$13K	Hold	557	–	–	﹤0.01%	388
2019 Q4	$18K	Buy	+557	New	+$18.3K	﹤0.01%	408
2018 Q1	–	Sell	-31,661	Closed	-$1.2M	–	547
2017 Q4	$1.2M	Hold	31,661	–	–	0.16%	121
2017 Q3	$1.23M	Hold	31,661	–	–	0.18%	117
2017 Q2	$1.09M	Buy	31,661 +11,548	+57%	+$404K	0.16%	121
2017 Q1	$717K	Buy	+20,113	New	+$712K	0.11%	139

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Webster Bank's IRM Position: Q3 2024 in Review

Webster Bank sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 557 shares — an estimated $49.9K sold.

Webster Bank first reported a position in IRM in Q1 2017 and held it in 23 quarters. The position peaked at $1.23M in Q3 2017. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Webster Bank reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Webster Bank sold 557 Iron Mountain shares in Q3 2024, an estimated $49.9K.
Webster Bank first reported a position in Iron Mountain in Q1 2017 and held it in 23 quarters.
Webster Bank's Iron Mountain position peaked at $1.23M in Q3 2017.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Webster Bank's 13F filing for Q3 2024, filed 10 Oct 2024.