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 $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

Wulff, Hansen & Co's IRM Position: Q3 2024 in Review

Wulff, Hansen & Co sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 4,520 shares — an estimated $405K sold.

Wulff, Hansen & Co first reported a position in IRM in Q4 2021 and held it in 11 quarters. The position peaked at $405K in Q2 2024. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Wulff, Hansen & Co reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Wulff, Hansen & Co sold 4,520 Iron Mountain shares in Q3 2024, an estimated $405K.
Wulff, Hansen & Co first reported a position in Iron Mountain in Q4 2021 and held it in 11 quarters.
Wulff, Hansen & Co's Iron Mountain position peaked at $405K in Q2 2024.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Wulff, Hansen & Co's 13F filing for Q3 2024, filed 12 Nov 2024.