Exchange Capital Management’s Waste Management WM Stock Holding History

Exchange Capital 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
2024 Q2	–	Sell	-968	Closed	-$206K	–	198
2024 Q1	$206K	Buy	+968	New	+$190K	0.03%	184
2014 Q2	–	Sell	-2,000	Closed	-$84K	–	244
2014 Q1	$84K	Sell	2,000 -159	-7%	-$6.66K	0.04%	79
2013 Q4	$97K	Buy	+2,159	New	+$94.3K	0.05%	69

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

Norges Bank Oslo, Norway $935B AUM

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

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

Exchange Capital Management's WM Position: Q2 2024 in Review

Exchange Capital Management sold out of Waste Management (WM) in Q2 2024, closing a stake of 968 shares — an estimated $206K sold.

Exchange Capital Management first reported a position in WM in Q4 2013 and held it in 3 quarters. The position peaked at $206K in Q1 2024. 1,998 funds tracked by Wall St. Rank hold WM as of Q2 2024.

Exchange Capital Management reported no remaining Waste Management position as of Q2 2024 after selling out during the quarter.
Exchange Capital Management sold 968 Waste Management shares in Q2 2024, an estimated $206K.
Exchange Capital Management first reported a position in Waste Management in Q4 2013 and held it in 3 quarters.
Exchange Capital Management's Waste Management position peaked at $206K in Q1 2024.
1,998 funds tracked by Wall St. Rank held Waste Management as of Q2 2024.

Based on Exchange Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.