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Shorepoint Capital Partners’s Waste Management WM Stock Holding History

Shorepoint Capital Partners’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
Q4 		– Sell
-5,222
Closed -$591K – 80
2020
Q3 		$591K Buy
5,222
+127
+2% +$14K 0.37% 63
2020
Q2 		$540K Buy
+5,095
New +$514K 0.35% 65

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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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Shorepoint Capital Partners's WM Position: Q4 2020 in Review

Shorepoint Capital Partners sold out of Waste Management (WM) in Q4 2020, closing a stake of 5,222 shares — an estimated $591K sold.

Shorepoint Capital Partners first reported a position in WM in Q2 2020 and held it in 2 quarters. The position peaked at $591K in Q3 2020. 1,456 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Shorepoint Capital Partners reported no remaining Waste Management position as of Q4 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 5,222 Waste Management shares in Q4 2020, an estimated $591K.
  • Shorepoint Capital Partners first reported a position in Waste Management in Q2 2020 and held it in 2 quarters.
  • Shorepoint Capital Partners's Waste Management position peaked at $591K in Q3 2020.
  • 1,456 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on Shorepoint Capital Partners's 13F filing for Q4 2020, filed 16 Feb 2021.