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Berman Capital Advisors’s Waste Management WM Stock Holding History

Berman Capital Advisors’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
Q3 		$284K Buy
1,904
+465
+32% +$69.6K 0.04% 211
2021
Q2 		$201K Buy
1,439
+456
+46% +$63K 0.03% 236
2021
Q1 		$126K Sell
983
-41
-4% -$4.79K 0.03% 258
2020
Q4 		$120K Buy
1,024
+16
+2% +$1.87K 0.03% 224
2020
Q3 		$113K Sell
1,008
-8
-0.8% -$884 0.03% 214
2020
Q2 		$106K Buy
1,016
+89
+10% +$8.99K 0.03% 219
2020
Q1 		$84K Sell
927
-100
-10% -$11.5K 0.03% 225
2019
Q4 		$117K Buy
1,027
+1
+0.1% +$113 0.03% 204
2019
Q3 		$118K Sell
1,026
-161
-14% -$18.8K 0.04% 191
2019
Q2 		$136K Buy
1,187
+36
+3% +$3.91K 0.04% 172
2019
Q1 		$118K Buy
1,151
+89
+8% +$8.69K 0.04% 172
2018
Q4 		$94K Buy
+1,062
New +$95.4K 0.04% 184

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's WM Position: Q3 2021 in Review

Berman Capital Advisors increased its Waste Management (WM) stake by 32% in Q3 2021, buying an estimated $69.6K and bringing the position to 1,904 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #211.

Berman Capital Advisors first reported a position in WM in Q4 2018 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold WM as of Q3 2021.

  • Berman Capital Advisors held 1,904 shares of Waste Management worth $284K as of Q3 2021.
  • Berman Capital Advisors bought 465 Waste Management shares in Q3 2021, an estimated $69.6K.
  • Waste Management made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #211 holding.
  • Berman Capital Advisors first reported a position in Waste Management in Q4 2018 and has held it in 12 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.