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Hillsdale Investment Management’s Waste Management WM Stock Holding History

Hillsdale 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
Q4 		– Sell
-2,800
Closed -$448K – 636
2022
Q3 		$448K Buy
+2,800
New +$462K 0.04% 351
2021
Q1 		– Sell
-75
Closed -$9K – 693
2020
Q4 		$9K Buy
75
+10
+15% +$1.17K ﹤0.01% 510
2020
Q3 		$7K Buy
65
+30
+86% +$3.31K ﹤0.01% 526
2020
Q2 		$4K Sell
35
-10
-22% -$1.01K ﹤0.01% 516
2020
Q1 		$4K Hold
45
– – ﹤0.01% 536
2019
Q4 		$5K Sell
45
-10
-18% -$1.13K ﹤0.01% 537
2019
Q3 		$6K Sell
55
-5
-8% -$584 ﹤0.01% 538
2019
Q2 		$7K Buy
60
+15
+33% +$1.63K ﹤0.01% 513
2019
Q1 		$5K Buy
45
+5
+13% +$488 ﹤0.01% 531
2018
Q4 		$4K Hold
40
– – ﹤0.01% 520
2018
Q3 		$4K Sell
40
-10
-20% -$887 ﹤0.01% 412
2018
Q2 		$4K Hold
50
– – ﹤0.01% 434
2018
Q1 		$4K Sell
50
-10
-17% -$858 ﹤0.01% 409
2017
Q4 		$5K Sell
60
-70
-54% -$5.7K ﹤0.01% 411
2017
Q3 		$10K Buy
130
+30
+30% +$2.28K ﹤0.01% 355
2017
Q2 		$7K Hold
100
– – ﹤0.01% 370
2017
Q1 		$7K Hold
100
– – ﹤0.01% 373
2016
Q4 		$7K Sell
100
-10
-9% -$669 ﹤0.01% 379
2016
Q3 		$7K Buy
110
+20
+22% +$1.31K ﹤0.01% 403
2016
Q2 		$6K Hold
90
– – ﹤0.01% 421
2016
Q1 		$5K Buy
90
+20
+29% +$1.1K ﹤0.01% 402
2015
Q4 		$4K Buy
+70
New +$3.72K ﹤0.01% 415

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

Hillsdale Investment Management's WM Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Waste Management (WM) in Q4 2022, closing a stake of 2,800 shares — an estimated $448K sold.

Hillsdale Investment Management first reported a position in WM in Q4 2015 and held it in 22 quarters. The position peaked at $448K in Q3 2022. 1,738 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,800 Waste Management shares in Q4 2022, an estimated $448K.
  • Hillsdale Investment Management first reported a position in Waste Management in Q4 2015 and held it in 22 quarters.
  • Hillsdale Investment Management's Waste Management position peaked at $448K in Q3 2022.
  • 1,738 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.