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Baldrige Asset Management’s Waste Management WM Stock Holding History

Baldrige Asset Management’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
2021
Q4 		– Sell
-41
Closed -$6K – 363
2021
Q3 		$6K Sell
41
-41
-50% -$6.14K ﹤0.01% 311
2021
Q2 		$11K Buy
+82
New +$11.3K ﹤0.01% 283
2019
Q3 		– Sell
-100
Closed -$12K – 84
2019
Q2 		$12K Buy
+100
New +$10.8K 0.01% 75

Other funds holding WM

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baldrige Asset Management's WM Position: Q4 2021 in Review

Baldrige Asset Management sold out of Waste Management (WM) in Q4 2021, closing a stake of 41 shares — an estimated $6K sold.

Baldrige Asset Management first reported a position in WM in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

  • Baldrige Asset Management reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
  • Baldrige Asset Management sold 41 Waste Management shares in Q4 2021, an estimated $6K.
  • Baldrige Asset Management first reported a position in Waste Management in Q2 2019 and held it in 3 quarters.
  • Baldrige Asset Management's Waste Management position peaked at $12K in Q2 2019.
  • 1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Baldrige Asset Management's 13F filing for Q4 2021, filed 27 Jan 2022.