Jupiter Investment Management’s Waste Management WM Stock Holding History

Jupiter 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
2020 Q1	–	Sell	-24,092	Closed	-$2.75M	–	504
2019 Q4	$2.75M	Sell	24,092 -5,802	-19%	-$655K	0.04%	271
2019 Q3	$3.44M	Buy	+29,894	New	+$3.49M	0.04%	268
2015 Q3	–	Sell	-18,500	Closed	-$857K	–	413
2015 Q2	$857K	Buy	+18,500	New	+$930K	0.03%	197
2013 Q4	–	Sell	-37,489	Closed	-$1.55M	–	419
2013 Q3	$1.55M	Sell	37,489 -144,511	-79%	-$6.02M	0.15%	183
2013 Q2	$7.34M	Buy	+182,000	New	+$7.35M	0.88%	22

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jupiter Investment Management's WM Position: Q1 2020 in Review

Jupiter Investment Management sold out of Waste Management (WM) in Q1 2020, closing a stake of 24,092 shares — an estimated $2.75M sold.

Jupiter Investment Management first reported a position in WM in Q2 2013 and held it in 5 quarters. The position peaked at $7.34M in Q2 2013. 1,324 funds tracked by Wall St. Rank hold WM as of Q1 2020.

Jupiter Investment Management reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 24,092 Waste Management shares in Q1 2020, an estimated $2.75M.
Jupiter Investment Management first reported a position in Waste Management in Q2 2013 and held it in 5 quarters.
Jupiter Investment Management's Waste Management position peaked at $7.34M in Q2 2013.
1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.