Carmichael Hill & Associates’s Waste Management WM Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$18.5K	Hold	89	–	–	0.01%	514
2024 Q2	$19K	Buy	89 +82	+1,171%	+$17K	0.01%	494
2024 Q1	$1.49K	Hold	7	–	–	﹤0.01%	701
2023 Q4	$1.25K	Hold	7	–	–	﹤0.01%	732
2023 Q3	$1.07K	Hold	7	–	–	﹤0.01%	730
2023 Q2	$1.21K	Hold	7	–	–	﹤0.01%	728
2023 Q1	$1.14K	Hold	7	–	–	﹤0.01%	721
2022 Q4	$1.1K	Hold	7	–	–	﹤0.01%	715
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	800
2022 Q2	$1K	Buy	+7	New	+$1.1K	﹤0.01%	800
2021 Q1	–	Sell	-50	Closed	-$6K	–	788
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	616
2020 Q3	$6K	Hold	50	–	–	﹤0.01%	581
2020 Q2	$5K	Buy	+50	New	+$5.05K	﹤0.01%	560

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmichael Hill & Associates's WM Position: Q3 2024 in Review

Carmichael Hill & Associates held its Waste Management (WM) position steady in Q3 2024 at 89 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #514.

Carmichael Hill & Associates first reported a position in WM in Q2 2020 and has held it in 13 quarters since. The position peaked at $19K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold WM as of Q3 2024.

Carmichael Hill & Associates held 89 shares of Waste Management worth $18.5K as of Q3 2024.
Carmichael Hill & Associates left its Waste Management share count unchanged in Q3 2024.
Waste Management made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #514 holding.
Carmichael Hill & Associates first reported a position in Waste Management in Q2 2020 and has held it in 13 quarters since.
Carmichael Hill & Associates's Waste Management position peaked at $19K in Q2 2024.
1,992 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.