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Iron Mountain shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Iron Mountain

Tip: Access up to 7 years of quarterly data

All positions including Iron Mountain held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iron Mountain by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 220k 69.98
2023-09-30 $12M 204k 59.45
2023-06-30 $13M 226k 56.82
2023-03-31 $13M 238k 52.91
2022-12-31 $12M 234k 49.85
2022-09-30 $11M 238k 43.97
2022-06-30 $13M 264k 48.69
2022-03-31 $15M 264k 55.41
2021-12-31 $14M 268k 52.33
2021-09-30 $11M 257k 43.45
2021-06-30 $11M 261k 42.32
2021-03-31 $10M 273k 37.01
2020-12-31 $5.7M 195k 29.48
2020-09-30 $7.1M 264k 26.79
2020-06-30 $6.8M 262k 26.10
2020-03-31 $5.6M 235k 23.80
2019-12-31 $7.3M 230k 31.87
2019-09-30 $12M 379k 32.39
2019-06-30 $12M 390k 31.30
2019-03-31 $14M 387k 35.46
2018-12-31 $13M 403k 32.41
2018-09-30 $14M 409k 34.52
2018-06-30 $14M 405k 35.01
2018-03-31 $3.3M 101k 32.86
2017-12-31 $3.0M 78k 37.97
2017-09-30 $3.0M 77k 38.90
2017-06-30 $2.6M 77k 34.36
2017-03-31 $2.7M 75k 35.67
2016-12-31 $2.4M 75k 32.48
2016-09-30 $2.6M 71k 37.52
2016-06-30 $2.7M 69k 39.99
2016-03-31 $2.3M 69k 33.92
2015-12-31 $1.4M 53k 27.02
2015-09-30 $1.6M 53k 31.01
2015-06-30 $1.7M 54k 30.99
2015-03-31 $1.9M 54k 34.50

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Iron Mountain

Vanguard Group
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors
Daiwa Securities Group
Norges Bank Investment Management
Charles Schwab Investment Management
Wellington Management Company
Legal & General Group
Amundi
Citadel Advisors
Bank of New York Mellon
Jpmorgan Chase & Co
Russell Investments
Ubs Global Asset Management Americas
Bank of America Corporation

View all funds holding Iron Mountain