Plato Investment Management’s Waste Management WM Stock Holding History

Plato Investment 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
2025 Q1	–	Sell	-737	Closed	-$149K	–	621
2024 Q4	$149K	Hold	737	–	–	0.01%	430
2024 Q3	$153K	Buy	+737	New	+$154K	0.01%	401

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Plato Investment Management's WM Position: Q1 2025 in Review

Plato Investment Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 737 shares — an estimated $149K sold.

Plato Investment Management first reported a position in WM in Q3 2024 and held it in 2 quarters. The position peaked at $153K in Q3 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Plato Investment Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Plato Investment Management sold 737 Waste Management shares in Q1 2025, an estimated $149K.
Plato Investment Management first reported a position in Waste Management in Q3 2024 and held it in 2 quarters.
Plato Investment Management's Waste Management position peaked at $153K in Q3 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.