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Sargent Bickham Lagudis’s Waste Management WM Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$73.2K Hold
467
– – 0.01% 379
2022
Q3 		$75K Sell
467
-27
-5% -$4.46K 0.01% 356
2022
Q2 		$76K Buy
494
+15
+3% +$2.35K 0.01% 353
2022
Q1 		$76K Hold
479
– – 0.01% 378
2021
Q4 		$80K Sell
479
-481
-50% -$77.3K 0.01% 371
2021
Q3 		$143K Buy
960
+67
+8% +$10K 0.01% 286
2021
Q2 		$125K Sell
893
-410
-31% -$56.7K 0.01% 313
2021
Q1 		$168K Sell
1,303
-146
-10% -$17.1K 0.01% 260
2020
Q4 		$171K Buy
1,449
+420
+41% +$49K 0.02% 257
2020
Q3 		$116K Hold
1,029
– – 0.01% 275
2020
Q2 		$109K Hold
1,029
– – 0.01% 268
2020
Q1 		$95K Sell
1,029
-58
-5% -$6.65K 0.01% 263
2019
Q4 		$124K Buy
1,087
+62
+6% +$7K 0.01% 255
2019
Q3 		$118K Buy
1,025
+765
+294% +$89.3K 0.01% 239
2019
Q2 		$30K Sell
260
-290
-53% -$31.5K ﹤0.01% 438
2019
Q1 		$57K Hold
550
– – 0.01% 363
2018
Q4 		$49K Hold
550
– – 0.01% 363
2018
Q3 		$50K Buy
550
+60
+12% +$5.32K 0.01% 368
2018
Q2 		$40K Hold
490
– – 0.01% 394
2018
Q1 		$41K Hold
490
– – 0.01% 390
2017
Q4 		$42K Hold
490
– – 0.01% 399
2017
Q3 		$38K Sell
490
-353
-42% -$26.8K ﹤0.01% 414
2017
Q2 		$62K Hold
843
– – 0.01% 330
2017
Q1 		$61K Hold
843
– – 0.01% 331
2016
Q4 		$60K Hold
843
– – 0.01% 310
2016
Q3 		$54 Buy
843
+353
+72% +$23.1K 0.01% 337
2016
Q2 		$32K Hold
490
– – 0.01% 399
2016
Q1 		$29K Buy
+490
New +$27K ﹤0.01% 435

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sargent Bickham Lagudis's WM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Waste Management (WM) position steady in Q4 2022 at 467 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #379.

Sargent Bickham Lagudis first reported a position in WM in Q1 2016 and has held it in 28 quarters since. The position peaked at $171K in Q4 2020. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Sargent Bickham Lagudis held 467 shares of Waste Management worth $73.2K as of Q4 2022.
  • Sargent Bickham Lagudis left its Waste Management share count unchanged in Q4 2022.
  • Waste Management made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #379 holding.
  • Sargent Bickham Lagudis first reported a position in Waste Management in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Waste Management position peaked at $171K in Q4 2020.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.