SIM
WM icon

Sadoff Investment Management’s Waste Management WM Stock Holding History

Sadoff 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
2022
Q3 		$62.6M Sell
390,460
-10,924
-3% -$1.8M 4.87% 5
2022
Q2 		$61.4M Sell
401,384
-5,933
-1% -$929K 4.61% 5
2022
Q1 		$64.6M Sell
407,317
-30,293
-7% -$4.59M 4.1% 6
2021
Q4 		$73M Sell
437,610
-5,085
-1% -$818K 4.28% 6
2021
Q3 		$66.1M Sell
442,695
-9,555
-2% -$1.43M 4.48% 5
2021
Q2 		$63.4M Sell
452,250
-2,175
-0.5% -$301K 4.23% 6
2021
Q1 		$58.6M Sell
454,425
-10,415
-2% -$1.22M 4.11% 6
2020
Q4 		$54.8M Sell
464,840
-15
-0% -$1.75K 4.3% 6
2020
Q3 		$52.6M Sell
464,855
-15,025
-3% -$1.66M 4.66% 5
2020
Q2 		$50.8M Sell
479,880
-6,425
-1% -$649K 4.57% 3
2020
Q1 		$45M Sell
486,305
-20,230
-4% -$2.32M 5.09% 4
2019
Q4 		$57.7M Sell
506,535
-1,805
-0.4% -$204K 4.53% 4
2019
Q3 		$58.5M Sell
508,340
-7,425
-1% -$867K 4.89% 3
2019
Q2 		$59.5M Sell
515,765
-825
-0.2% -$89.5K 4.93% 5
2019
Q1 		$53.7M Buy
516,590
+1,800
+0.3% +$176K 4.6% 5
2018
Q4 		$45.8M Sell
514,790
-2,200
-0.4% -$198K 4.48% 6
2018
Q3 		$46.7M Buy
516,990
+6,525
+1% +$579K 4.04% 7
2018
Q2 		$41.5M Buy
510,465
+1,375
+0.3% +$114K 3.59% 10
2018
Q1 		$42.8M Buy
509,090
+11,955
+2% +$1.03M 3.61% 10
2017
Q4 		$42.9M Buy
497,135
+6,550
+1% +$533K 3.5% 10
2017
Q3 		$38.4M Buy
490,585
+9,880
+2% +$751K 3.43% 10
2017
Q2 		$35.3M Buy
480,705
+10,000
+2% +$728K 3.34% 11
2017
Q1 		$34.3M Buy
470,705
+11,500
+3% +$821K 3.28% 13
2016
Q4 		$32.6M Buy
459,205
+3,698
+0.8% +$247K 3.35% 10
2016
Q3 		$29M Buy
455,507
+1,089
+0.2% +$71.2K 3.21% 13
2016
Q2 		$30.1M Buy
454,418
+2,700
+0.6% +$163K 3.6% 9
2016
Q1 		$26.7M Sell
451,718
-1,132
-0.2% -$62.5K 3.23% 13
2015
Q4 		$24.2M Buy
+452,850
New +$24.1M 2.78% 16

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sadoff Investment Management's WM Position: Q3 2022 in Review

Sadoff Investment Management reduced its Waste Management (WM) stake by 2.7% in Q3 2022, selling an estimated $1.8M and leaving 390,460 shares worth $62.6M. The position accounts for 4.87% of the portfolio, ranked #5.

Sadoff Investment Management first reported a position in WM in Q4 2015 and has held it in 28 quarters since. The position peaked at $73M in Q4 2021. 1,692 funds tracked by Wall St. Rank hold WM as of Q3 2022.

  • Sadoff Investment Management held 390,460 shares of Waste Management worth $62.6M as of Q3 2022.
  • Sadoff Investment Management sold 10,924 Waste Management shares in Q3 2022, an estimated $1.8M.
  • Waste Management made up 4.87% of Sadoff Investment Management's portfolio in Q3 2022, its #5 holding.
  • Sadoff Investment Management first reported a position in Waste Management in Q4 2015 and has held it in 28 quarters since.
  • Sadoff Investment Management's Waste Management position peaked at $73M in Q4 2021.
  • 1,692 funds tracked by Wall St. Rank held Waste Management as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.