Wulff, Hansen & Co’s Iron Mountain IRM Stock Holding History

Wulff, Hansen & Co’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	-4,520	Closed	-$405K	–	96
2024 Q2	$405K	Hold	4,520	–	–	0.4%	61
2024 Q1	$363K	Hold	4,520	–	–	0.36%	64
2023 Q4	$316K	Sell	4,520 -200	-4%	-$12.5K	0.35%	67
2023 Q3	$281K	Hold	4,720	–	–	0.33%	69
2023 Q2	$268K	Hold	4,720	–	–	0.3%	71
2023 Q1	$250K	Hold	4,720	–	–	0.29%	73
2022 Q4	$235K	Hold	4,720	–	–	0.29%	71
2022 Q3	$208K	Hold	4,720	–	–	0.26%	77
2022 Q2	$230K	Hold	4,720	–	–	0.26%	79
2022 Q1	$262K	Hold	4,720	–	–	0.25%	79
2021 Q4	$247K	Buy	+4,720	New	+$223K	0.21%	81

Other funds holding IRM

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

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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