Lee Financial’s Waste Management WM Stock Holding History

Lee Financial’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 Q1	–	Sell	-53	Closed	-$9.49K	–	821
2023 Q4	$9.49K	Buy	+53	New	+$8.89K	﹤0.01%	440
2023 Q1	–	Sell	-4	Closed	-$628	–	966
2022 Q4	$628	Hold	4	–	–	﹤0.01%	801
2022 Q3	$1K	Buy	+4	New	+$660	﹤0.01%	797
2021 Q4	–	Sell	-175	Closed	-$26K	–	962
2021 Q3	$26K	Sell	175 -119	-40%	-$17.8K	0.01%	301
2021 Q2	$41K	Buy	294 +175	+147%	+$24.2K	0.01%	249
2021 Q1	$15K	Hold	119	–	–	﹤0.01%	345
2020 Q4	$14K	Sell	119 -38	-24%	-$4.43K	﹤0.01%	338
2020 Q3	$18K	Hold	157	–	–	0.01%	324
2020 Q2	$17K	Hold	157	–	–	﹤0.01%	300
2020 Q1	$15K	Hold	157	–	–	0.01%	253
2019 Q4	$18K	Hold	157	–	–	﹤0.01%	266
2019 Q3	$18K	Hold	157	–	–	﹤0.01%	263
2019 Q2	$18K	Hold	157	–	–	﹤0.01%	275
2019 Q1	$16K	Buy	157 +38	+32%	+$3.71K	﹤0.01%	279
2018 Q4	$11K	Hold	119	–	–	﹤0.01%	282
2018 Q3	$11K	Hold	119	–	–	﹤0.01%	318
2018 Q2	$10K	Hold	119	–	–	﹤0.01%	488
2018 Q1	$10K	Hold	119	–	–	﹤0.01%	478
2017 Q4	$10K	Hold	119	–	–	﹤0.01%	335
2017 Q3	$9K	Hold	119	–	–	﹤0.01%	361
2017 Q2	$9K	Hold	119	–	–	﹤0.01%	347
2017 Q1	$9K	Hold	119	–	–	﹤0.01%	300
2016 Q4	$8K	Buy	+119	New	+$7.96K	﹤0.01%	331

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lee Financial's WM Position: Q1 2024 in Review

Lee Financial sold out of Waste Management (WM) in Q1 2024, closing a stake of 53 shares — an estimated $9.49K sold.

Lee Financial first reported a position in WM in Q4 2016 and held it in 23 quarters. The position peaked at $41K in Q2 2021. 1,970 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Lee Financial reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 53 Waste Management shares in Q1 2024, an estimated $9.49K.
Lee Financial first reported a position in Waste Management in Q4 2016 and held it in 23 quarters.
Lee Financial's Waste Management position peaked at $41K in Q2 2021.
1,970 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.