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Burleson & Co’s Waste Management WM Stock Holding History

Burleson & Co’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
Q4 		$1.52M Buy
9,713
+8,279
+577% +$1.33M 0.38% 69
2022
Q3 		$230K Buy
1,434
+1,088
+314% +$180K 0.05% 123
2022
Q2 		$53K Buy
346
+218
+170% +$34.1K 0.01% 182
2022
Q1 		$20K Buy
+128
New +$19.4K ﹤0.01% 232

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Burleson & Co's WM Position: Q4 2022 in Review

Burleson & Co increased its Waste Management (WM) stake by 577% in Q4 2022, buying an estimated $1.33M and bringing the position to 9,713 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #69.

Burleson & Co first reported a position in WM in Q1 2022 and has held it in 4 quarters since. 1,738 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Burleson & Co held 9,713 shares of Waste Management worth $1.52M as of Q4 2022.
  • Burleson & Co bought 8,279 Waste Management shares in Q4 2022, an estimated $1.33M.
  • Waste Management made up 0.38% of Burleson & Co's portfolio in Q4 2022, its #69 holding.
  • Burleson & Co first reported a position in Waste Management in Q1 2022 and has held it in 4 quarters since.
  • 1,738 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.