Westwood Holdings Group’s Iron Mountain IRM Stock Holding History

Westwood Holdings Group’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	-11,200	Closed	-$784K	–	480
2023 Q4	$784K	Hold	11,200	–	–	0.01%	369
2023 Q3	$666K	Hold	11,200	–	–	0.01%	369
2023 Q2	$636K	Sell	11,200 -65,000	-85%	-$3.56M	0.01%	373
2023 Q1	$4.03M	Buy	+76,200	New	+$3.99M	0.04%	265
2020 Q1	–	Sell	-21,729	Closed	-$693K	–	456
2019 Q4	$693K	Buy	21,729 +2,349	+12%	+$77K	0.01%	363
2019 Q3	$628K	Hold	19,380	–	–	0.01%	362
2019 Q2	$607K	Buy	19,380 +10,395	+116%	+$341K	0.01%	380
2019 Q1	$319K	Sell	8,985 -3,095	-26%	-$109K	﹤0.01%	368
2018 Q4	$392K	Sell	12,080 -935	-7%	-$30.7K	﹤0.01%	350
2018 Q3	$449K	Sell	13,015 -770	-6%	-$27.4K	﹤0.01%	352
2018 Q2	$483K	Buy	13,785 +1,110	+9%	+$37.5K	﹤0.01%	369
2018 Q1	$417K	Buy	+12,675	New	+$427K	﹤0.01%	368

Other funds holding IRM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Westwood Holdings Group's IRM Position: Q1 2024 in Review

Westwood Holdings Group sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 11,200 shares — an estimated $784K sold.

Westwood Holdings Group first reported a position in IRM in Q1 2018 and held it in 12 quarters. The position peaked at $4.03M in Q1 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Westwood Holdings Group reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
Westwood Holdings Group sold 11,200 Iron Mountain shares in Q1 2024, an estimated $784K.
Westwood Holdings Group first reported a position in Iron Mountain in Q1 2018 and held it in 12 quarters.
Westwood Holdings Group's Iron Mountain position peaked at $4.03M in Q1 2023.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Westwood Holdings Group's 13F filing for Q1 2024, filed 14 May 2024.