SevenBridge Financial Group’s Waste Management WM Stock Holding History

SevenBridge Financial Group’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
2025 Q1	–	Sell	-972	Closed	-$220K	–	231
2024 Q4	$220K	Buy	972 +10	+1%	+$2.15K	0.04%	207
2024 Q3	$215K	Buy	+962	New	+$201K	0.04%	209
2024 Q2	–	Sell	-962	Closed	-$200K	–	213
2024 Q1	$200K	Buy	+962	New	+$189K	0.05%	195
2019 Q3	–	Sell	-1,115	Closed	-$129K	–	575
2019 Q2	$129K	Hold	1,115	–	–	0.05%	185
2019 Q1	$116K	Sell	1,115 -30	-3%	-$2.93K	0.04%	170
2018 Q4	$102K	Hold	1,145	–	–	0.06%	156
2018 Q3	$104K	Sell	1,145 -639	-36%	-$56.7K	0.06%	169
2018 Q2	$145K	Buy	1,784 +200	+13%	+$16.6K	0.08%	158
2018 Q1	$133K	Sell	1,584 -49	-3%	-$4.2K	0.08%	160
2017 Q4	$141K	Hold	1,633	–	–	0.08%	160
2017 Q3	$128K	Hold	1,633	–	–	0.07%	165
2017 Q2	$120K	Buy	1,633 +100	+7%	+$7.28K	0.07%	172
2017 Q1	$112K	Sell	1,533 -207	-12%	-$14.8K	0.07%	166
2016 Q4	$107K	Hold	1,740	–	–	0.08%	183
2016 Q3	$107K	Sell	1,740 -5,364	-76%	-$351K	0.08%	180
2016 Q2	$471K	Buy	+7,104	New	+$429K	0.33%	74

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

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 $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SevenBridge Financial Group's WM Position: Q1 2025 in Review

SevenBridge Financial Group sold out of Waste Management (WM) in Q1 2025, closing a stake of 972 shares — an estimated $220K sold.

SevenBridge Financial Group first reported a position in WM in Q2 2016 and held it in 16 quarters. The position peaked at $471K in Q2 2016. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

SevenBridge Financial Group reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
SevenBridge Financial Group sold 972 Waste Management shares in Q1 2025, an estimated $220K.
SevenBridge Financial Group first reported a position in Waste Management in Q2 2016 and held it in 16 quarters.
SevenBridge Financial Group's Waste Management position peaked at $471K in Q2 2016.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on SevenBridge Financial Group's 13F filing for Q1 2025, filed 13 May 2025.