Kades & Cheifetz’s Waste Management WM Stock Holding History

Kades & Cheifetz’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	$545K	Sell	2,699 -647	-19%	-$139K	0.28%	65
2024 Q3	$695K	Sell	3,346 -5	-0.1%	-$1.04K	0.4%	52
2024 Q2	$715K	Buy	3,351 +11	+0.3%	+$2.29K	0.45%	50
2024 Q1	$712K	Buy	3,340 +38	+1%	+$7.47K	0.46%	49
2023 Q4	$591K	Sell	3,302 -151	-4%	-$25.3K	0.42%	47
2023 Q3	$526K	Buy	3,453 +54	+2%	+$8.74K	0.42%	49
2023 Q2	$589K	Sell	3,399 -134	-4%	-$22.2K	0.45%	45
2023 Q1	$576K	Buy	3,533 +6	+0.2%	+$919	0.45%	44
2022 Q4	$553K	Buy	+3,527	New	+$568K	0.46%	45

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 $1.6B AUM 20.7% 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 $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kades & Cheifetz's WM Position: Q4 2024 in Review

Kades & Cheifetz reduced its Waste Management (WM) stake by 19% in Q4 2024, selling an estimated $139K and leaving 2,699 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #65.

Kades & Cheifetz first reported a position in WM in Q4 2022 and has held it in 9 quarters since. The position peaked at $715K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Kades & Cheifetz held 2,699 shares of Waste Management worth $545K as of Q4 2024.
Kades & Cheifetz sold 647 Waste Management shares in Q4 2024, an estimated $139K.
Waste Management made up 0.28% of Kades & Cheifetz's portfolio in Q4 2024, its #65 holding.
Kades & Cheifetz first reported a position in Waste Management in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Waste Management position peaked at $715K in Q2 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.