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Cavalier Investments’s Waste Management WM Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-4,138
Closed -$649K – 104
2022
Q4 		$649K Sell
4,138
-266
-6% -$42.8K 0.23% 71
2022
Q3 		$706K Buy
+4,404
New +$727K 0.26% 56
2017
Q3 		– Sell
-13,800
Closed -$1.01M – 182
2017
Q2 		$1.01M Hold
13,800
– – 0.56% 42
2017
Q1 		$1.01M Hold
13,800
– – 0.56% 38
2016
Q4 		$979K Buy
+13,800
New +$923K 0.63% 31

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cavalier Investments's WM Position: Q1 2023 in Review

Cavalier Investments sold out of Waste Management (WM) in Q1 2023, closing a stake of 4,138 shares — an estimated $649K sold.

Cavalier Investments first reported a position in WM in Q4 2016 and held it in 5 quarters. The position peaked at $1.01M in Q2 2017. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Cavalier Investments reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 4,138 Waste Management shares in Q1 2023, an estimated $649K.
  • Cavalier Investments first reported a position in Waste Management in Q4 2016 and held it in 5 quarters.
  • Cavalier Investments's Waste Management position peaked at $1.01M in Q2 2017.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.