Mid Atlantic Financial Management’s Waste Management WM Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.49M	Sell	9,949 -39	-0.4%	-$5.84K	0.1%	175
2021 Q2	$1.4M	Buy	9,988 +93	+0.9%	+$12.9K	0.09%	178
2021 Q1	$1.28M	Sell	9,895 -1,124	-10%	-$131K	0.09%	186
2020 Q4	$1.3M	Buy	11,019 +44	+0.4%	+$5.13K	0.1%	178
2020 Q3	$1.33M	Sell	10,975 -719	-6%	-$79.5K	0.12%	159
2020 Q2	$1.24M	Buy	11,694 +332	+3%	+$33.5K	0.12%	152
2020 Q1	$1.05M	Sell	11,362 -1,588	-12%	-$182K	0.12%	153
2019 Q4	$1.48M	Buy	12,950 +1,387	+12%	+$157K	0.14%	141
2019 Q3	$1.33M	Sell	11,563 -2,335	-17%	-$273K	0.14%	131
2019 Q2	$1.6M	Buy	13,898 +2,781	+25%	+$302K	0.17%	121
2019 Q1	$1.16M	Buy	11,117 +1,595	+17%	+$156K	0.13%	158
2018 Q4	$847K	Buy	+9,522	New	+$855K	0.11%	191

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's WM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Waste Management (WM) stake by 0.39% in Q3 2021, selling an estimated $5.84K and leaving 9,949 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #175.

Mid Atlantic Financial Management first reported a position in WM in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2019. 1,544 funds tracked by Wall St. Rank hold WM as of Q3 2021.

Mid Atlantic Financial Management held 9,949 shares of Waste Management worth $1.49M as of Q3 2021.
Mid Atlantic Financial Management sold 39 Waste Management shares in Q3 2021, an estimated $5.84K.
Waste Management made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #175 holding.
Mid Atlantic Financial Management first reported a position in Waste Management in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Waste Management position peaked at $1.6M in Q2 2019.
1,544 funds tracked by Wall St. Rank held Waste Management as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.