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Disciplined Investments’s Waste Management WM Stock Holding History

Disciplined 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
Q3 		– Sell
-181
Closed -$31.4K – 1558
2023
Q2 		$31.4K Sell
181
-1
-0.5% -$165 0.02% 238
2023
Q1 		$29.7K Hold
182
– – 0.01% 270
2022
Q4 		$28.6K Sell
182
-165
-48% -$26.6K 0.01% 252
2022
Q3 		$56K Buy
347
+2
+0.6% +$330 0.03% 207
2022
Q2 		$53K Sell
345
-59
-15% -$9.24K 0.02% 214
2022
Q1 		$64K Buy
404
+73
+22% +$11.1K 0.03% 203
2021
Q4 		$55K Buy
331
+181
+121% +$29.1K 0.02% 197
2021
Q3 		$22K Hold
150
– – 0.01% 263
2021
Q2 		$21K Buy
+150
New +$20.7K 0.01% 262

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Disciplined Investments's WM Position: Q3 2023 in Review

Disciplined Investments sold out of Waste Management (WM) in Q3 2023, closing a stake of 181 shares — an estimated $31.4K sold.

Disciplined Investments first reported a position in WM in Q2 2021 and held it in 9 quarters. The position peaked at $64K in Q1 2022. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • Disciplined Investments reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 181 Waste Management shares in Q3 2023, an estimated $31.4K.
  • Disciplined Investments first reported a position in Waste Management in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Waste Management position peaked at $64K in Q1 2022.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.