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New England Investment & Retirement Group’s Waste Management WM Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-10,126
Closed -$937K – 211
2020
Q1 		$937K Buy
10,126
+416
+4% +$47.7K 0.4% 29
2019
Q4 		$1.11M Buy
9,710
+571
+6% +$64.5K 0.38% 33
2019
Q3 		$1.05M Buy
+9,139
New +$1.07M 0.44% 26

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Investment & Retirement Group's WM Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Waste Management (WM) in Q2 2020, closing a stake of 10,126 shares — an estimated $937K sold.

New England Investment & Retirement Group first reported a position in WM in Q3 2019 and held it in 3 quarters. The position peaked at $1.11M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold WM as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Waste Management position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 10,126 Waste Management shares in Q2 2020, an estimated $937K.
  • New England Investment & Retirement Group first reported a position in Waste Management in Q3 2019 and held it in 3 quarters.
  • New England Investment & Retirement Group's Waste Management position peaked at $1.11M in Q4 2019.
  • 1,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.