Oak Ridge Investments’s Waste Management WM Stock Holding History

Oak Ridge Investments’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 Q1	–	Sell	-5,781	Closed	-$681K	–	184
2020 Q4	$681K	Sell	5,781 -303	-5%	-$35.3K	0.06%	158
2020 Q3	$689K	Sell	6,084 -45	-0.7%	-$4.97K	0.05%	155
2020 Q2	$649K	Buy	6,129 +193	+3%	+$19.5K	0.05%	153
2020 Q1	$549K	Sell	5,936 -519	-8%	-$59.5K	0.06%	150
2019 Q4	$736K	Sell	6,455 -951	-13%	-$107K	0.05%	146
2019 Q3	$851K	Hold	7,406	–	–	0.06%	138
2019 Q2	$854K	Sell	7,406 -27	-0.4%	-$2.93K	0.06%	137
2019 Q1	$772K	Hold	7,433	–	–	0.05%	147
2018 Q4	$661K	Hold	7,433	–	–	0.05%	149
2018 Q3	$672K	Buy	+7,433	New	+$659K	0.04%	145

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

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

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

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

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

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

Oak Ridge Investments's WM Position: Q1 2021 in Review

Oak Ridge Investments sold out of Waste Management (WM) in Q1 2021, closing a stake of 5,781 shares — an estimated $681K sold.

Oak Ridge Investments first reported a position in WM in Q3 2018 and held it in 10 quarters. The position peaked at $854K in Q2 2019. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

Oak Ridge Investments reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
Oak Ridge Investments sold 5,781 Waste Management shares in Q1 2021, an estimated $681K.
Oak Ridge Investments first reported a position in Waste Management in Q3 2018 and held it in 10 quarters.
Oak Ridge Investments's Waste Management position peaked at $854K in Q2 2019.
1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Oak Ridge Investments's 13F filing for Q1 2021, filed 4 May 2021.