Lee, Danner & Bass’s Waste Management WM Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-638	Closed	-$129K	–	707
2024 Q4	$129K	Buy	+638	New	+$137K	0.01%	245

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lee, Danner & Bass's WM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Waste Management (WM) in Q1 2025, closing a stake of 638 shares — an estimated $129K sold.

Lee, Danner & Bass first reported a position in WM in Q4 2024 and held it in 1 quarter. The position peaked at $129K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Lee, Danner & Bass reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 638 Waste Management shares in Q1 2025, an estimated $129K.
Lee, Danner & Bass first reported a position in Waste Management in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Waste Management position peaked at $129K in Q4 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.