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Evelyn V. Moreno’s Waste Management WM Stock Holding History

Evelyn V. Moreno’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
Q4 		$3.42M Sell
19,116
-28,373
-60% -$4.76M 1.62% 15
2023
Q3 		$7.24M Buy
47,489
+2,806
+6% +$454K 1.58% 21
2023
Q2 		$7.75M Sell
44,683
-1,253
-3% -$207K 1.65% 18
2023
Q1 		$7.5M Sell
45,936
-1,142
-2% -$175K 1.7% 18
2022
Q4 		$7.39M Buy
47,078
+22,074
+88% +$3.55M 1.71% 15
2022
Q3 		$4.01M Sell
25,004
-38,339
-61% -$6.33M 1.81% 9
2022
Q2 		$9.69M Sell
63,343
-3,540
-5% -$554K 2.26% 7
2022
Q1 		$10.6M Buy
66,883
+4,220
+7% +$640K 2.15% 10
2021
Q4 		$10.5M Buy
62,663
+3,022
+5% +$486K 2.09% 16
2021
Q3 		$8.91M Sell
59,641
-1,127
-2% -$169K 2.1% 16
2021
Q2 		$8.51M Sell
60,768
-2,374
-4% -$328K 2% 21
2021
Q1 		$8.15M Sell
63,142
-3
-0% -$351 1.94% 21
2020
Q4 		$7.45M Sell
63,145
-1,160
-2% -$135K 1.85% 24
2020
Q3 		$7.28M Sell
64,305
-1,005
-2% -$111K 1.97% 21
2020
Q2 		$6.92M Sell
65,310
-325
-0.5% -$32.8K 2.01% 21
2020
Q1 		$6.08M Buy
65,635
+125
+0.2% +$14.3K 2.06% 21
2019
Q4 		$7.46M Buy
65,510
+822
+1% +$92.8K 2.01% 23
2019
Q3 		$7.44M Buy
64,688
+1,008
+2% +$118K 2.04% 20
2019
Q2 		$7.35M Buy
63,680
+2,785
+5% +$302K 2.23% 22
2019
Q1 		$6.33M Sell
60,895
-30
-0% -$2.93K 1.87% 28
2018
Q4 		$5.42M Buy
60,925
+55,250
+974% +$4.96M 1.79% 31
2018
Q3 		$513K Buy
+5,675
New +$503K 0.14% 54

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evelyn V. Moreno's WM Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Waste Management (WM) stake by 60% in Q4 2023, selling an estimated $4.76M and leaving 19,116 shares worth $3.42M. The position accounts for 1.62% of the portfolio, ranked #15.

Evelyn V. Moreno first reported a position in WM in Q3 2018 and has held it in 22 quarters since. The position peaked at $10.6M in Q1 2022. 1,868 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • Evelyn V. Moreno held 19,116 shares of Waste Management worth $3.42M as of Q4 2023.
  • Evelyn V. Moreno sold 28,373 Waste Management shares in Q4 2023, an estimated $4.76M.
  • Waste Management made up 1.62% of Evelyn V. Moreno's portfolio in Q4 2023, its #15 holding.
  • Evelyn V. Moreno first reported a position in Waste Management in Q3 2018 and has held it in 22 quarters since.
  • Evelyn V. Moreno's Waste Management position peaked at $10.6M in Q1 2022.
  • 1,868 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.