JVL Associates’s Waste Management WM Stock Holding History

JVL Associates’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
2022 Q4	–	Sell	-3,137	Closed	-$503K	–	41
2022 Q3	$503K	Buy	+3,137	New	+$518K	0.3%	29

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JVL Associates's WM Position: Q4 2022 in Review

JVL Associates sold out of Waste Management (WM) in Q4 2022, closing a stake of 3,137 shares — an estimated $503K sold.

JVL Associates first reported a position in WM in Q3 2022 and held it in 1 quarter. The position peaked at $503K in Q3 2022. 1,738 funds tracked by Wall St. Rank hold WM as of Q4 2022.

JVL Associates reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
JVL Associates sold 3,137 Waste Management shares in Q4 2022, an estimated $503K.
JVL Associates first reported a position in Waste Management in Q3 2022 and held it in 1 quarter.
JVL Associates's Waste Management position peaked at $503K in Q3 2022.
1,738 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on JVL Associates's 13F filing for Q4 2022, filed 10 Jan 2023.