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Sarah T. Connolly’s Waste Management WM Stock Holding History

Sarah T. Connolly’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
2023
Q4 		– Sell
-13,096
Closed -$2M – 83
2023
Q3 		$2M Sell
13,096
-235
-2% -$38K 1.32% 30
2023
Q2 		$2.31M Sell
13,331
-15
-0.1% -$2.48K 1.4% 23
2023
Q1 		$2.18M Buy
13,346
+186
+1% +$28.5K 1.38% 23
2022
Q4 		$2.06M Buy
13,160
+181
+1% +$29.1K 1.4% 22
2022
Q3 		$2.08M Sell
12,979
-3,898
-23% -$643K 1.52% 19
2022
Q2 		$2.58M Sell
16,877
-320
-2% -$50.1K 1.76% 17
2022
Q1 		$2.73M Buy
17,197
+670
+4% +$102K 1.6% 19
2021
Q4 		$2.76M Buy
16,527
+5,676
+52% +$913K 1.54% 22
2021
Q3 		$1.62M Sell
10,851
-1,497
-12% -$224K 1.33% 26
2021
Q2 		$1.73M Buy
12,348
+72
+0.6% +$9.95K 1.41% 25
2021
Q1 		$1.58M Sell
12,276
-27
-0.2% -$3.16K 1.41% 24
2020
Q4 		$1.45M Buy
+12,303
New +$1.43M 1.33% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sarah T. Connolly's WM Position: Q4 2023 in Review

Sarah T. Connolly sold out of Waste Management (WM) in Q4 2023, closing a stake of 13,096 shares — an estimated $2M sold.

Sarah T. Connolly first reported a position in WM in Q4 2020 and held it in 12 quarters. The position peaked at $2.76M in Q4 2021. 1,869 funds tracked by Wall St. Rank hold WM as of Q4 2023.

  • Sarah T. Connolly reported no remaining Waste Management position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 13,096 Waste Management shares in Q4 2023, an estimated $2M.
  • Sarah T. Connolly first reported a position in Waste Management in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Waste Management position peaked at $2.76M in Q4 2021.
  • 1,869 funds tracked by Wall St. Rank held Waste Management as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.