Contravisory Investment Management’s Waste Management WM Stock Holding History

Contravisory Investment Management’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
2025 Q1	–	Sell	-66	Closed	-$13.3K	–	462
2024 Q4	$13.3K	Buy	+66	New	+$14.2K	﹤0.01%	317
2023 Q2	–	Sell	-2,457	Closed	-$401K	–	380
2023 Q1	$401K	Sell	2,457 -256	-9%	-$39.2K	0.11%	124
2022 Q4	$426K	Buy	2,713 +385	+17%	+$62K	0.12%	108
2022 Q3	$373K	Buy	2,328 +25	+1%	+$4.13K	0.12%	101
2022 Q2	$352K	Buy	2,303 +103	+5%	+$16.1K	0.11%	117
2022 Q1	$349K	Sell	2,200 -347	-14%	-$52.6K	0.1%	140
2021 Q4	$425K	Buy	+2,547	New	+$410K	0.11%	133
2017 Q4	–	Sell	-45	Closed	-$4K	–	532
2017 Q3	$4K	Buy	+45	New	+$3.42K	﹤0.01%	315
2017 Q2	–	Sell	-45	Closed	-$3K	–	266
2017 Q1	$3K	Hold	45	–	–	﹤0.01%	255
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	250
2016 Q3	$3K	Buy	+45	New	+$2.94K	﹤0.01%	242
2014 Q2	–	Sell	-345	Closed	-$15K	–	189
2014 Q1	$15K	Buy	+345	New	+$14.5K	﹤0.01%	119

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

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

Norges Bank Oslo, Norway $935B AUM

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

Contravisory Investment Management's WM Position: Q1 2025 in Review

Contravisory Investment Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 66 shares — an estimated $13.3K sold.

Contravisory Investment Management first reported a position in WM in Q1 2014 and held it in 12 quarters. The position peaked at $426K in Q4 2022. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Contravisory Investment Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 66 Waste Management shares in Q1 2025, an estimated $13.3K.
Contravisory Investment Management first reported a position in Waste Management in Q1 2014 and held it in 12 quarters.
Contravisory Investment Management's Waste Management position peaked at $426K in Q4 2022.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.