Advisory Research’s Waste Management WM Stock Holding History

Advisory Research’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
2023 Q3	–	Sell	-1,593	Closed	-$276K	–	498
2023 Q2	$276K	Buy	+1,593	New	+$263K	0.04%	386
2014 Q2	–	Sell	-1,666	Closed	-$70K	–	678
2014 Q1	$70K	Buy	+1,666	New	+$69.8K	﹤0.01%	534

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisory Research's WM Position: Q3 2023 in Review

Advisory Research sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,593 shares — an estimated $276K sold.

Advisory Research first reported a position in WM in Q1 2014 and held it in 2 quarters. The position peaked at $276K in Q2 2023. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

Advisory Research reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 1,593 Waste Management shares in Q3 2023, an estimated $276K.
Advisory Research first reported a position in Waste Management in Q1 2014 and held it in 2 quarters.
Advisory Research's Waste Management position peaked at $276K in Q2 2023.
1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.