XML Financial’s Iron Mountain IRM Stock Holding History

XML Financial’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 Q2	–	Sell	-2,791	Closed	-$224K	–	344
2024 Q1	$224K	Sell	2,791 -277	-9%	-$20K	0.02%	310
2023 Q4	$215K	Buy	+3,068	New	+$192K	0.02%	311
2023 Q3	–	Sell	-4,468	Closed	-$254K	–	326
2023 Q2	$254K	Buy	4,468 +41	+0.9%	+$2.24K	0.03%	292
2023 Q1	$234K	Buy	4,427 +43	+1%	+$2.25K	0.03%	295
2022 Q4	$219K	Buy	+4,384	New	+$221K	0.03%	301
2022 Q3	–	Sell	-4,294	Closed	-$209K	–	321
2022 Q2	$209K	Sell	4,294 -169	-4%	-$8.89K	0.05%	212
2022 Q1	$247K	Sell	4,463 -803	-15%	-$38.2K	0.03%	286
2021 Q4	$276K	Buy	5,266 +57	+1%	+$2.69K	0.03%	267
2021 Q3	$226K	Buy	5,209 +65	+1%	+$2.93K	0.03%	278
2021 Q2	$218K	Sell	5,144 -1,865	-27%	-$78.2K	0.05%	209
2021 Q1	$259K	Buy	7,009 +92	+1%	+$3.08K	0.06%	178
2020 Q4	$204K	Buy	+6,917	New	+$192K	0.05%	196
2020 Q3	–	Sell	-7,718	Closed	-$201K	–	200
2020 Q2	$201K	Buy	+7,718	New	+$195K	0.07%	180

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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