GYL Financial Synergies’s Waste Management WM Stock Holding History

GYL Financial Synergies’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 Q3	$276K	Sell	1,330 -32	-2%	-$6.68K	0.02%	307
2024 Q2	$290K	Buy	1,362 +50	+4%	+$10.4K	0.02%	299
2024 Q1	$280K	Buy	+1,312	New	+$258K	0.02%	306
2021 Q1	–	Sell	-3,307	Closed	-$390K	–	187
2020 Q4	$390K	Buy	3,307 +19	+0.6%	+$2.22K	0.22%	108
2020 Q3	$372K	Buy	3,288 +83	+3%	+$9.17K	0.24%	104
2020 Q2	$339K	Buy	3,205 +757	+31%	+$76.4K	0.25%	103
2020 Q1	$227K	Sell	2,448 -301	-11%	-$34.5K	0.15%	126
2019 Q4	$313K	Buy	2,749 +213	+8%	+$24.1K	0.14%	123
2019 Q3	$292K	Buy	2,536 +73	+3%	+$8.53K	0.15%	125
2019 Q2	$284K	Buy	2,463 +48	+2%	+$5.21K	0.15%	118
2019 Q1	$251K	Buy	2,415 +9	+0.4%	+$878	0.14%	122
2018 Q4	$214K	Buy	+2,406	New	+$216K	0.16%	126

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's WM Position: Q3 2024 in Review

GYL Financial Synergies reduced its Waste Management (WM) stake by 2.3% in Q3 2024, selling an estimated $6.68K and leaving 1,330 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #307.

GYL Financial Synergies first reported a position in WM in Q4 2018 and has held it in 12 quarters since. The position peaked at $390K in Q4 2020. 1,995 funds tracked by Wall St. Rank hold WM as of Q3 2024.

GYL Financial Synergies held 1,330 shares of Waste Management worth $276K as of Q3 2024.
GYL Financial Synergies sold 32 Waste Management shares in Q3 2024, an estimated $6.68K.
Waste Management made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #307 holding.
GYL Financial Synergies first reported a position in Waste Management in Q4 2018 and has held it in 12 quarters since.
GYL Financial Synergies's Waste Management position peaked at $390K in Q4 2020.
1,995 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.