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Sierra Capital’s Waste Management WM Stock Holding History

Sierra Capital’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
Q1 		– Sell
-160
Closed -$25K – 555
2022
Q4 		$25K Hold
160
– – ﹤0.01% 298
2022
Q3 		$26K Sell
160
-924
-85% -$153K ﹤0.01% 309
2022
Q2 		$166K Sell
1,084
-16
-1% -$2.51K 0.03% 215
2022
Q1 		$174K Sell
1,100
-136
-11% -$20.6K 0.03% 234
2021
Q4 		$206K Buy
1,236
+25
+2% +$4.02K 0.03% 223
2021
Q3 		$181K Hold
1,211
– – 0.03% 203
2021
Q2 		$170K Hold
1,211
– – 0.03% 189
2021
Q1 		$156K Buy
+1,211
New +$142K 0.03% 201

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sierra Capital's WM Position: Q1 2023 in Review

Sierra Capital sold out of Waste Management (WM) in Q1 2023, closing a stake of 160 shares — an estimated $25K sold.

Sierra Capital first reported a position in WM in Q1 2021 and held it in 8 quarters. The position peaked at $206K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold WM as of Q1 2023.

  • Sierra Capital reported no remaining Waste Management position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 160 Waste Management shares in Q1 2023, an estimated $25K.
  • Sierra Capital first reported a position in Waste Management in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's Waste Management position peaked at $206K in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Waste Management as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.