Householder Group Estate & Retirement Specialist’s Waste Management WM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$276K	Sell	1,370 -2,679	-66%	-$575K	0.21%	80
2024 Q3	$840K	Sell	4,049 -230	-5%	-$48K	0.24%	92
2024 Q2	$912K	Buy	4,279 +346	+9%	+$71.9K	0.26%	84
2024 Q1	$839K	Buy	3,933 +919	+30%	+$181K	0.25%	87
2023 Q4	$539K	Sell	3,014 -1,481	-33%	-$248K	0.18%	111
2023 Q3	$685K	Buy	+4,495	New	+$727K	0.25%	82
2023 Q1	$808K	Sell	4,949 -240	-5%	-$36.8K	0.31%	72
2022 Q4	$814K	Sell	5,189 -301	-5%	-$48.4K	1.21%	18
2022 Q3	$879K	Buy	5,490 +687	+14%	+$113K	0.36%	63
2022 Q2	$735K	Buy	+4,803	New	+$752K	0.33%	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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Waste Management (WM) stake by 66% in Q4 2024, selling an estimated $575K and leaving 1,370 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #80.

Householder Group Estate & Retirement Specialist first reported a position in WM in Q2 2022 and has held it in 10 quarters since. The position peaked at $912K in Q2 2024. 2,129 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,370 shares of Waste Management worth $276K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,679 Waste Management shares in Q4 2024, an estimated $575K.
Waste Management made up 0.21% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #80 holding.
Householder Group Estate & Retirement Specialist first reported a position in Waste Management in Q2 2022 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's Waste Management position peaked at $912K in Q2 2024.
2,129 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.