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Leuthold Group’s Waste Management WM Stock Holding History

Leuthold Group’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
2023
Q2 		– Sell
-30,324
Closed -$4.95M – 232
2023
Q1 		$4.95M Sell
30,324
-617
-2% -$94.5K 0.65% 56
2022
Q4 		$4.85M Buy
+30,941
New +$4.98M 0.65% 56
2020
Q2 		– Sell
-60,316
Closed -$5.58M – 180
2020
Q1 		$5.58M Sell
60,316
-3,892
-6% -$446K 1.01% 31
2019
Q4 		$7.32M Sell
64,208
-2,499
-4% -$282K 0.95% 35
2019
Q3 		$7.67M Sell
66,707
-3,589
-5% -$419K 1% 29
2019
Q2 		$8.11M Sell
70,296
-4,597
-6% -$499K 1.05% 24
2019
Q1 		$7.78M Sell
74,893
-2,469
-3% -$241K 1.05% 25
2018
Q4 		$6.88M Sell
77,362
-8,847
-10% -$794K 0.99% 26
2018
Q3 		$7.79M Buy
+86,209
New +$7.64M 0.85% 33

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Leuthold Group's WM Position: Q2 2023 in Review

Leuthold Group sold out of Waste Management (WM) in Q2 2023, closing a stake of 30,324 shares — an estimated $4.95M sold.

Leuthold Group first reported a position in WM in Q3 2018 and held it in 9 quarters. The position peaked at $8.11M in Q2 2019. 1,772 funds tracked by Wall St. Rank hold WM as of Q2 2023.

  • Leuthold Group reported no remaining Waste Management position as of Q2 2023 after selling out during the quarter.
  • Leuthold Group sold 30,324 Waste Management shares in Q2 2023, an estimated $4.95M.
  • Leuthold Group first reported a position in Waste Management in Q3 2018 and held it in 9 quarters.
  • Leuthold Group's Waste Management position peaked at $8.11M in Q2 2019.
  • 1,772 funds tracked by Wall St. Rank held Waste Management as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.