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Houlihan Financial Resource Group’s Waste Management WM Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-15,708
Closed -$2.6M – 171
2023
Q2 		$2.6M Buy
+15,708
New +$2.6M 0.08% 65

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Houlihan Financial Resource Group's WM Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Waste Management (WM) in Q3 2023, closing a stake of 15,708 shares — an estimated $2.6M sold.

Houlihan Financial Resource Group first reported a position in WM in Q2 2023 and held it in 1 quarter. The position peaked at $2.6M in Q2 2023. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 15,708 Waste Management shares in Q3 2023, an estimated $2.6M.
  • Houlihan Financial Resource Group first reported a position in Waste Management in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Waste Management position peaked at $2.6M in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.