Bull Oak Capital’s Waste Management WM Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-44	Closed	-$6.71K	–	71
2023 Q3	$6.71K	Buy	+44	New	+$7.12K	0.01%	47

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Bull Oak Capital's WM Position: Q4 2023 in Review

Bull Oak Capital sold out of Waste Management (WM) in Q4 2023, closing a stake of 44 shares — an estimated $6.71K sold.

Bull Oak Capital first reported a position in WM in Q3 2023 and held it in 1 quarter. The position peaked at $6.71K in Q3 2023. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

Bull Oak Capital reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 44 Waste Management shares in Q4 2023, an estimated $6.71K.
Bull Oak Capital first reported a position in Waste Management in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Waste Management position peaked at $6.71K in Q3 2023.
1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.