Johnson Midwest Financial’s Waste Management WM Stock Holding History

Johnson Midwest Financial’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	$43.3K	Hold	284	–	–	0.1%	92
2023 Q2	$49.3K	Hold	284	–	–	0.04%	90
2023 Q1	$46.3K	Hold	284	–	–	0.07%	95
2022 Q4	$45K	Hold	284	–	–	0.16%	92
2022 Q3	$45	Hold	284	–	–	0.17%	87
2022 Q2	$43K	Hold	284	–	–	0.06%	93
2022 Q1	$45K	Hold	284	–	–	0.06%	85
2021 Q4	$47K	Buy	+284	New	+$45.7K	0.04%	95

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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Johnson Midwest Financial's WM Position: Q3 2023 in Review

Johnson Midwest Financial held its Waste Management (WM) position steady in Q3 2023 at 284 shares worth $43.3K. The position accounts for 0.1% of the portfolio, ranked #92.

Johnson Midwest Financial first reported a position in WM in Q4 2021 and has held it in 8 quarters since. The position peaked at $49.3K in Q2 2023. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

Johnson Midwest Financial held 284 shares of Waste Management worth $43.3K as of Q3 2023.
Johnson Midwest Financial left its Waste Management share count unchanged in Q3 2023.
Waste Management made up 0.1% of Johnson Midwest Financial's portfolio in Q3 2023, its #92 holding.
Johnson Midwest Financial first reported a position in Waste Management in Q4 2021 and has held it in 8 quarters since.
Johnson Midwest Financial's Waste Management position peaked at $49.3K in Q2 2023.
1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.