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LifePlan Financial Group’s Waste Management WM Stock Holding History

LifePlan Financial 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
2020
Q3 		$27K Hold
236
– – 0.01% 312
2020
Q2 		$25K Hold
236
– – 0.01% 309
2020
Q1 		$22K Buy
236
+200
+556% +$22.9K 0.01% 299
2019
Q4 		$4K Hold
36
– – ﹤0.01% 486
2019
Q3 		$4K Hold
36
– – ﹤0.01% 484
2019
Q2 		$4K Hold
36
– – ﹤0.01% 481
2019
Q1 		$4K Buy
+36
New +$3.51K ﹤0.01% 481
2014
Q1 		– Sell
-80
Closed -$4K – 276
2013
Q4 		$4K Hold
80
– – ﹤0.01% 203
2013
Q3 		$3K Sell
80
-86
-52% -$3.58K ﹤0.01% 185
2013
Q2 		$7K Buy
+166
New +$6.7K 0.01% 129

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's WM Position: Q3 2020 in Review

LifePlan Financial Group held its Waste Management (WM) position steady in Q3 2020 at 236 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #312.

LifePlan Financial Group first reported a position in WM in Q2 2013 and has held it in 10 quarters since. 1,361 funds tracked by Wall St. Rank hold WM as of Q3 2020.

  • LifePlan Financial Group held 236 shares of Waste Management worth $27K as of Q3 2020.
  • LifePlan Financial Group left its Waste Management share count unchanged in Q3 2020.
  • Waste Management made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #312 holding.
  • LifePlan Financial Group first reported a position in Waste Management in Q2 2013 and has held it in 10 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.