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Grassi Investment Management’s Waste Management WM Stock Holding History

Grassi 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
2022
Q2 		– Sell
-1,625
Closed -$258K – 136
2022
Q1 		$258K Sell
1,625
-275
-14% -$41.7K 0.03% 119
2021
Q4 		$317K Hold
1,900
– – 0.03% 120
2021
Q3 		$284K Hold
1,900
– – 0.03% 123
2021
Q2 		$266K Hold
1,900
– – 0.03% 125
2021
Q1 		$245K Hold
1,900
– – 0.03% 123
2020
Q4 		$224K Buy
+1,900
New +$222K 0.03% 123

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Grassi Investment Management's WM Position: Q2 2022 in Review

Grassi Investment Management sold out of Waste Management (WM) in Q2 2022, closing a stake of 1,625 shares — an estimated $258K sold.

Grassi Investment Management first reported a position in WM in Q4 2020 and held it in 6 quarters. The position peaked at $317K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold WM as of Q2 2022.

  • Grassi Investment Management reported no remaining Waste Management position as of Q2 2022 after selling out during the quarter.
  • Grassi Investment Management sold 1,625 Waste Management shares in Q2 2022, an estimated $258K.
  • Grassi Investment Management first reported a position in Waste Management in Q4 2020 and held it in 6 quarters.
  • Grassi Investment Management's Waste Management position peaked at $317K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Waste Management as of Q2 2022.

Based on Grassi Investment Management's 13F filing for Q2 2022, filed 12 Jul 2022.