M. Kulyk & Associates’s Waste Management WM Stock Holding History

M. Kulyk & Associates’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 Q3	–	Sell	-1,498	Closed	-$260K	–	109
2023 Q2	$260K	Sell	1,498 -3	-0.2%	-$496	0.07%	91
2023 Q1	$245K	Sell	1,501 -22	-1%	-$3.37K	0.07%	93
2022 Q4	$239K	Hold	1,523	–	–	0.08%	93
2022 Q3	$244K	Hold	1,523	–	–	0.08%	88
2022 Q2	$233K	Hold	1,523	–	–	0.07%	90
2022 Q1	$241K	Buy	1,523 +25	+2%	+$3.79K	0.07%	94
2021 Q4	$250K	Hold	1,498	–	–	0.06%	88
2021 Q3	$224K	Hold	1,498	–	–	0.07%	69
2021 Q2	$210K	Sell	1,498 -841	-36%	-$116K	0.08%	63
2021 Q1	$302K	Buy	+2,339	New	+$273K	0.11%	61

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

M. Kulyk & Associates's WM Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Waste Management (WM) in Q3 2023, closing a stake of 1,498 shares — an estimated $260K sold.

M. Kulyk & Associates first reported a position in WM in Q1 2021 and held it in 10 quarters. The position peaked at $302K in Q1 2021. 1,743 funds tracked by Wall St. Rank hold WM as of Q3 2023.

M. Kulyk & Associates reported no remaining Waste Management position as of Q3 2023 after selling out during the quarter.
M. Kulyk & Associates sold 1,498 Waste Management shares in Q3 2023, an estimated $260K.
M. Kulyk & Associates first reported a position in Waste Management in Q1 2021 and held it in 10 quarters.
M. Kulyk & Associates's Waste Management position peaked at $302K in Q1 2021.
1,743 funds tracked by Wall St. Rank held Waste Management as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.