ZIMP
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Zimmermann Investment Management & Planning’s Iron Mountain IRM Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-6,075
Closed -$722K – 60
2024
Q3 		$722K Buy
6,075
+75
+1% +$8.02K 0.22% 70
2024
Q2 		$538K Sell
6,000
-308
-5% -$24.9K 0.18% 77
2024
Q1 		$506K Buy
6,308
+308
+5% +$22.3K 0.18% 83
2023
Q4 		$420K Buy
+6,000
New +$376K 0.17% 76

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zimmermann Investment Management & Planning's IRM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 6,075 shares — an estimated $722K sold.

Zimmermann Investment Management & Planning first reported a position in IRM in Q4 2023 and held it in 4 quarters. The position peaked at $722K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 6,075 Iron Mountain shares in Q4 2024, an estimated $722K.
  • Zimmermann Investment Management & Planning first reported a position in Iron Mountain in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Iron Mountain position peaked at $722K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.