ZCM
IRM icon

Ziegler Capital Management’s Iron Mountain IRM Stock Holding History

Ziegler Capital Management’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 		$1.45M Sell
18,127
-13,302
-42% -$963K 0.06% 235
2023
Q4 		$2.19M Sell
31,429
-1,012
-3% -$63.5K 0.1% 214
2023
Q3 		$1.93M Sell
32,441
-1,037
-3% -$63.4K 0.08% 218
2023
Q2 		$1.9M Buy
33,478
+279
+0.8% +$15.3K 0.07% 231
2023
Q1 		$1.76M Buy
33,199
+223
+0.7% +$11.7K 0.07% 231
2022
Q4 		$1.66M Sell
32,976
-2,378
-7% -$120K 0.07% 231
2022
Q3 		$1.57M Sell
35,354
-2,061
-6% -$104K 0.07% 229
2022
Q2 		$1.82M Buy
37,415
+1,436
+4% +$75.6K 0.07% 226
2022
Q1 		$2M Sell
35,979
-3,075
-8% -$146K 0.08% 210
2021
Q4 		$1.98M Sell
39,054
-3,340
-8% -$158K 0.07% 224
2021
Q3 		$1.86M Sell
42,394
-17,794
-30% -$801K 0.07% 243
2021
Q2 		$2.55M Sell
60,188
-5,687
-9% -$239K 0.09% 242
2021
Q1 		$2.44M Buy
65,875
+2,214
+3% +$74K 0.08% 244
2020
Q4 		$1.88M Buy
+63,661
New +$1.77M 0.06% 244

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $51.1B AUM 35.55% 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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ziegler Capital Management's IRM Position: Q1 2024 in Review

Ziegler Capital Management reduced its Iron Mountain (IRM) stake by 42% in Q1 2024, selling an estimated $963K and leaving 18,127 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #235.

Ziegler Capital Management first reported a position in IRM in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.55M in Q2 2021. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Ziegler Capital Management held 18,127 shares of Iron Mountain worth $1.45M as of Q1 2024.
  • Ziegler Capital Management sold 13,302 Iron Mountain shares in Q1 2024, an estimated $963K.
  • Iron Mountain made up 0.06% of Ziegler Capital Management's portfolio in Q1 2024, its #235 holding.
  • Ziegler Capital Management first reported a position in Iron Mountain in Q4 2020 and has held it in 14 quarters since.
  • Ziegler Capital Management's Iron Mountain position peaked at $2.55M in Q2 2021.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.