Sierra Ocean’s Waste Management WM Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-54	Closed	-$12.4K	–	969
2025 Q2	$12.4K	Hold	54	–	–	0.01%	414
2025 Q1	$12.5K	Sell	54 -124	-70%	-$27.5K	0.01%	397
2024 Q4	$36K	Buy	+178	New	+$38.2K	0.03%	215

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sierra Ocean's WM Position: Q3 2025 in Review

Sierra Ocean sold out of Waste Management (WM) in Q3 2025, closing a stake of 54 shares — an estimated $12.4K sold.

Sierra Ocean first reported a position in WM in Q4 2024 and held it in 3 quarters. The position peaked at $36K in Q4 2024. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Sierra Ocean reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 54 Waste Management shares in Q3 2025, an estimated $12.4K.
Sierra Ocean first reported a position in Waste Management in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Waste Management position peaked at $36K in Q4 2024.
2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.