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Meristem Family Wealth’s Waste Management WM Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$283K Sell
1,785
-3,872
-68% -$587K 0.03% 271
2021
Q4 		$944K Hold
5,657
– – 0.08% 141
2021
Q3 		$845K Buy
+5,657
New +$847K 0.08% 155
2019
Q3 		– Sell
-7,559
Closed -$872K – 216
2019
Q2 		$872K Buy
+7,559
New +$820K 0.27% 58

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meristem Family Wealth's WM Position: Q1 2022 in Review

Meristem Family Wealth reduced its Waste Management (WM) stake by 68% in Q1 2022, selling an estimated $587K and leaving 1,785 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #271.

Meristem Family Wealth first reported a position in WM in Q2 2019 and has held it in 4 quarters since. The position peaked at $944K in Q4 2021. 1,661 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Meristem Family Wealth held 1,785 shares of Waste Management worth $283K as of Q1 2022.
  • Meristem Family Wealth sold 3,872 Waste Management shares in Q1 2022, an estimated $587K.
  • Waste Management made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #271 holding.
  • Meristem Family Wealth first reported a position in Waste Management in Q2 2019 and has held it in 4 quarters since.
  • Meristem Family Wealth's Waste Management position peaked at $944K in Q4 2021.
  • 1,661 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.