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Morningstar Investment Services’s Waste Management WM Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,433
Closed -$294K – 402
2024
Q3 		$294K Sell
1,433
-46
-3% -$9.6K ﹤0.01% 345
2024
Q2 		$314K Buy
1,479
+264
+22% +$54.9K ﹤0.01% 306
2024
Q1 		$260K Sell
1,215
-783
-39% -$154K ﹤0.01% 309
2023
Q4 		$356K Buy
+1,998
New +$335K ﹤0.01% 327

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morningstar Investment Services's WM Position: Q4 2024 in Review

Morningstar Investment Services sold out of Waste Management (WM) in Q4 2024, closing a stake of 1,433 shares — an estimated $294K sold.

Morningstar Investment Services first reported a position in WM in Q4 2023 and held it in 4 quarters. The position peaked at $356K in Q4 2023. 2,130 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Morningstar Investment Services reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,433 Waste Management shares in Q4 2024, an estimated $294K.
  • Morningstar Investment Services first reported a position in Waste Management in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Waste Management position peaked at $356K in Q4 2023.
  • 2,130 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.