Shine Investment Advisory Services’s Waste Management WM Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$179K	Hold	1,581	–	–	0.06%	136
2020 Q2	$167K	Buy	1,581 +200	+14%	+$20.2K	0.06%	134
2020 Q1	$128K	Hold	1,381	–	–	0.06%	151
2019 Q4	$157K	Hold	1,381	–	–	0.06%	149
2019 Q3	$159K	Hold	1,381	–	–	0.08%	126
2019 Q2	$159K	Sell	1,381 -353	-20%	-$38.3K	0.07%	127
2019 Q1	$180K	Buy	1,734 +353	+26%	+$34.4K	0.08%	127
2018 Q4	$123K	Hold	1,381	–	–	0.06%	139
2018 Q3	$125K	Hold	1,381	–	–	0.07%	150
2018 Q2	$112K	Hold	1,381	–	–	0.06%	162
2018 Q1	$116K	Hold	1,381	–	–	0.06%	152
2017 Q4	$119K	Hold	1,381	–	–	0.06%	142
2017 Q3	$108K	Hold	1,381	–	–	0.06%	159
2017 Q2	$101K	Buy	+1,381	New	+$101K	0.05%	151

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's WM Position: Q3 2020 in Review

Shine Investment Advisory Services held its Waste Management (WM) position steady in Q3 2020 at 1,581 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #136.

Shine Investment Advisory Services first reported a position in WM in Q2 2017 and has held it in 14 quarters since. The position peaked at $180K in Q1 2019. 1,362 funds tracked by Wall St. Rank hold WM as of Q3 2020.

Shine Investment Advisory Services held 1,581 shares of Waste Management worth $179K as of Q3 2020.
Shine Investment Advisory Services left its Waste Management share count unchanged in Q3 2020.
Waste Management made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #136 holding.
Shine Investment Advisory Services first reported a position in Waste Management in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Waste Management position peaked at $180K in Q1 2019.
1,362 funds tracked by Wall St. Rank held Waste Management as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.