Lee Financial’s Waste Connections WCN Stock Holding History

Lee Financial’s Portfolio WCN Stock Details WCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,143	Closed	-$204K	–	187
2024 Q3	$204K	Buy	+1,143	New	+$207K	0.03%	171

Other funds holding WCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Lee Financial's WCN Position: Q4 2024 in Review

Lee Financial sold out of Waste Connections (WCN) in Q4 2024, closing a stake of 1,143 shares — an estimated $204K sold.

Lee Financial first reported a position in WCN in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 737 funds tracked by Wall St. Rank hold WCN as of Q4 2024.

Lee Financial reported no remaining Waste Connections position as of Q4 2024 after selling out during the quarter.
Lee Financial sold 1,143 Waste Connections shares in Q4 2024, an estimated $204K.
Lee Financial first reported a position in Waste Connections in Q3 2024 and held it in 1 quarter.
Lee Financial's Waste Connections position peaked at $204K in Q3 2024.
737 funds tracked by Wall St. Rank held Waste Connections as of Q4 2024.

Based on Lee Financial's 13F filing for Q4 2024, filed 30 Jan 2025.