5L
WM icon

55I LLC’s Waste Management WM Stock Holding History

55I LLC’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$927K Buy
5,788
+4,099
+243% +$677K 0.03% 278
2022
Q2 		$258K Buy
+1,689
New +$265K 0.01% 474
2020
Q4 		– Sell
-2,313
Closed -$262K – 298
2020
Q3 		$262K Buy
+2,313
New +$256K 0.02% 233

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

55I LLC's WM Position: Q3 2022 in Review

55I LLC increased its Waste Management (WM) stake by 243% in Q3 2022, buying an estimated $677K and bringing the position to 5,788 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #278.

55I LLC first reported a position in WM in Q3 2020 and has held it in 3 quarters since. 1,691 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • 55I LLC held 5,788 shares of Waste Management worth $927K as of Q3 2022.
  • 55I LLC bought 4,099 Waste Management shares in Q3 2022, an estimated $677K.
  • Waste Management made up 0.03% of 55I LLC's portfolio in Q3 2022, its #278 holding.
  • 55I LLC first reported a position in Waste Management in Q3 2020 and has held it in 3 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.