JBJ Investment Partners’s Waste Management WM Stock Holding History

JBJ Investment Partners’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
2021 Q4	$989K	Sell	5,927 -2,168	-27%	-$349K	0.2%	26
2021 Q3	$1.21M	Hold	8,095	–	–	0.25%	27
2021 Q2	$1.13M	Sell	8,095 -798	-9%	-$110K	0.23%	28
2021 Q1	$1.15M	Sell	8,893 -1,902	-18%	-$222K	0.25%	26
2020 Q4	$1.27M	Sell	10,795 -1,767	-14%	-$206K	0.29%	27
2020 Q3	$1.42M	Buy	12,562 +1,772	+16%	+$196K	0.37%	29
2020 Q2	$1.14M	Buy	10,790 +8,307	+335%	+$839K	0.33%	34
2020 Q1	$230K	Buy	2,483 +248	+11%	+$28.4K	0.08%	39
2019 Q4	$255K	Buy	2,235 +163	+8%	+$18.4K	0.08%	44
2019 Q3	$238K	Buy	+2,072	New	+$242K	0.08%	42

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JBJ Investment Partners's WM Position: Q4 2021 in Review

JBJ Investment Partners reduced its Waste Management (WM) stake by 27% in Q4 2021, selling an estimated $349K and leaving 5,927 shares worth $989K. The position accounts for 0.2% of the portfolio, ranked #26.

JBJ Investment Partners first reported a position in WM in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2020. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

JBJ Investment Partners held 5,927 shares of Waste Management worth $989K as of Q4 2021.
JBJ Investment Partners sold 2,168 Waste Management shares in Q4 2021, an estimated $349K.
Waste Management made up 0.2% of JBJ Investment Partners's portfolio in Q4 2021, its #26 holding.
JBJ Investment Partners first reported a position in Waste Management in Q3 2019 and has held it in 10 quarters since.
JBJ Investment Partners's Waste Management position peaked at $1.42M in Q3 2020.
1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.