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Kiwi Wealth Investments Limited Partnership’s Waste Management WM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-25,510
Closed -$3.9M – 263
2022
Q3 		$3.9M Hold
25,510
– – 0.27% 101
2022
Q2 		$3.9M Sell
25,510
-3,173
-11% -$497K 0.27% 101
2022
Q1 		$4.55M Sell
28,683
-10,923
-28% -$1.66M 0.25% 118
2021
Q4 		$6.61M Sell
39,606
-1,036
-3% -$167K 0.31% 86
2021
Q3 		$6.07M Hold
40,642
– – 0.31% 84
2021
Q2 		$5.69M Buy
+40,642
New +$5.62M 0.29% 84
2021
Q1 		– Sell
-78,633
Closed -$9.27M – 289
2020
Q4 		$9.27M Buy
78,633
+34,469
+78% +$4.02M 0.55% 48
2020
Q3 		$5M Buy
44,164
+4,630
+12% +$512K 0.35% 79
2020
Q2 		$4.19M Sell
39,534
-12,336
-24% -$1.25M 0.34% 73
2020
Q1 		$4.8M Sell
51,870
-60,874
-54% -$6.98M 0.48% 60
2019
Q4 		$12.8M Buy
112,744
+58,310
+107% +$6.58M 0.94% 27
2019
Q3 		$6.26M Buy
+54,434
New +$6.36M 0.5% 55
2017
Q2 		– Sell
-49,374
Closed -$3.6M – 189
2017
Q1 		$3.6M Buy
49,374
+149
+0.3% +$10.6K 0.3% 53
2016
Q4 		$3.49M Sell
49,225
-17,128
-26% -$1.15M 0.3% 52
2016
Q3 		$4.23M Buy
66,353
+322
+0.5% +$21.1K 0.36% 45
2016
Q2 		$4.38M Buy
+66,031
New +$3.99M 0.43% 57
2015
Q4 		– Sell
-72,525
Closed -$3.61M – 133
2015
Q3 		$3.61M Buy
+72,525
New +$3.61M 0.42% 84

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WM Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Waste Management (WM) in Q4 2022, closing a stake of 25,510 shares — an estimated $3.9M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WM in Q3 2015 and held it in 17 quarters. The position peaked at $12.8M in Q4 2019. 1,738 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 25,510 Waste Management shares in Q4 2022, an estimated $3.9M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Waste Management in Q3 2015 and held it in 17 quarters.
  • Kiwi Wealth Investments Limited Partnership's Waste Management position peaked at $12.8M in Q4 2019.
  • 1,738 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.