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Saddle Road Partners’s Waste Management WM Stock Holding History

Saddle Road Partners’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
2016
Q4 		$7.07M Buy
67,877
+56,969
+522% +$3.81M 3.59% 5
2016
Q3 		$695K Hold
10,908
– – 0.4% 58
2016
Q2 		$723K Hold
10,908
– – 0.43% 50
2016
Q1 		$644K Hold
10,908
– – 0.41% 61
2015
Q4 		$582K Buy
+10,908
New +$580K 0.4% 66

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Saddle Road Partners's WM Position: Q4 2016 in Review

Saddle Road Partners increased its Waste Management (WM) stake by 522% in Q4 2016, buying an estimated $3.81M and bringing the position to 67,877 shares worth $7.07M. The position accounts for 3.59% of the portfolio, ranked #5.

Saddle Road Partners first reported a position in WM in Q4 2015 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold WM as of Q4 2016.

  • Saddle Road Partners held 67,877 shares of Waste Management worth $7.07M as of Q4 2016.
  • Saddle Road Partners bought 56,969 Waste Management shares in Q4 2016, an estimated $3.81M.
  • Waste Management made up 3.59% of Saddle Road Partners's portfolio in Q4 2016, its #5 holding.
  • Saddle Road Partners first reported a position in Waste Management in Q4 2015 and has held it in 5 quarters since.
  • 938 funds tracked by Wall St. Rank held Waste Management as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.