Red Cedar Investment Management’s Waste Management WM Stock Holding History

Red Cedar 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
2024 Q4	–	Sell	-5,642	Closed	-$1.17M	–	83
2024 Q3	$1.17M	Hold	5,642	–	–	0.15%	69
2024 Q2	$1.2M	Buy	5,642 +3,176	+129%	+$660K	0.16%	56
2024 Q1	$526K	Hold	2,466	–	–	0.07%	81
2023 Q4	$442K	Hold	2,466	–	–	0.06%	72
2023 Q3	$376K	Sell	2,466 -8,182	-77%	-$1.32M	0.06%	74
2023 Q2	$1.85M	Hold	10,648	–	–	0.28%	46
2023 Q1	$1.74M	Buy	10,648 +3,690	+53%	+$565K	0.27%	49
2022 Q4	$1.09M	Buy	6,958 +415	+6%	+$66.8K	0.17%	54
2022 Q3	$1.05M	Buy	6,543 +3,716	+131%	+$613K	0.18%	52
2022 Q2	$432K	Hold	2,827	–	–	0.07%	79
2022 Q1	$448K	Sell	2,827 -2,213	-44%	-$335K	0.06%	84
2021 Q4	$841K	Hold	5,040	–	–	0.1%	72
2021 Q3	$753K	Buy	+5,040	New	+$754K	0.1%	77
2020 Q3	–	Sell	-3,410	Closed	-$361K	–	92
2020 Q2	$361K	Buy	+3,410	New	+$344K	0.08%	69

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 $1.88B AUM 29.07% 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 $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Red Cedar Investment Management's WM Position: Q4 2024 in Review

Red Cedar Investment Management sold out of Waste Management (WM) in Q4 2024, closing a stake of 5,642 shares — an estimated $1.17M sold.

Red Cedar Investment Management first reported a position in WM in Q2 2020 and held it in 14 quarters. The position peaked at $1.85M in Q2 2023. 2,129 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Red Cedar Investment Management reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Red Cedar Investment Management sold 5,642 Waste Management shares in Q4 2024, an estimated $1.17M.
Red Cedar Investment Management first reported a position in Waste Management in Q2 2020 and held it in 14 quarters.
Red Cedar Investment Management's Waste Management position peaked at $1.85M in Q2 2023.
2,129 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Red Cedar Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.