Neo Ivy Capital Management’s Waste Management WM Stock Holding History

Neo Ivy Capital 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
2024 Q4	–	Sell	-6,778	Closed	-$1.41M	–	416
2024 Q3	$1.41M	Buy	+6,778	New	+$1.41M	0.46%	96
2020 Q2	–	Sell	-3,465	Closed	-$321K	–	625
2020 Q1	$321K	Buy	+3,465	New	+$397K	0.52%	48

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neo Ivy Capital Management's WM Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of Waste Management (WM) in Q4 2024, closing a stake of 6,778 shares — an estimated $1.41M sold.

Neo Ivy Capital Management first reported a position in WM in Q1 2020 and held it in 2 quarters. The position peaked at $1.41M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Neo Ivy Capital Management reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Neo Ivy Capital Management sold 6,778 Waste Management shares in Q4 2024, an estimated $1.41M.
Neo Ivy Capital Management first reported a position in Waste Management in Q1 2020 and held it in 2 quarters.
Neo Ivy Capital Management's Waste Management position peaked at $1.41M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.