NERM
WCN

New England Research & Management’s Waste Connections WCN Stock Holding History

New England Research & Management’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,014
Closed -$405K – 166
2023
Q3 		$405K Hold
3,014
– – 0.23% 114
2023
Q2 		$431K Sell
3,014
-260
-8% -$36.3K 0.25% 101
2023
Q1 		$455K Hold
3,274
– – 0.27% 110
2022
Q4 		$434K Buy
+3,274
New +$445K 0.25% 117

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

New England Research & Management's WCN Position: Q4 2023 in Review

New England Research & Management sold out of Waste Connections (WCN) in Q4 2023, closing a stake of 3,014 shares — an estimated $405K sold.

New England Research & Management first reported a position in WCN in Q4 2022 and held it in 4 quarters. The position peaked at $455K in Q1 2023. 639 funds tracked by Wall St. Rank hold WCN as of Q4 2023.

  • New England Research & Management reported no remaining Waste Connections position as of Q4 2023 after selling out during the quarter.
  • New England Research & Management sold 3,014 Waste Connections shares in Q4 2023, an estimated $405K.
  • New England Research & Management first reported a position in Waste Connections in Q4 2022 and held it in 4 quarters.
  • New England Research & Management's Waste Connections position peaked at $455K in Q1 2023.
  • 639 funds tracked by Wall St. Rank held Waste Connections as of Q4 2023.

Based on New England Research & Management's 13F filing for Q4 2023, filed 6 Feb 2024.