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SpiderRock Advisors’s Waste Management WM Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$2.79M Buy
13,424
+130
+1% +$27.1K 0.04% 252
2024
Q2 		$2.84M Sell
13,294
-1,028
-7% -$214K 0.06% 217
2024
Q1 		$3.03M Buy
+14,322
New +$2.81M 0.08% 201
2017
Q1 		– Hold
0
– – – 455

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SpiderRock Advisors's WM Position: Q3 2024 in Review

SpiderRock Advisors increased its Waste Management (WM) stake by 0.98% in Q3 2024, buying an estimated $27.1K and bringing the position to 13,424 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #252.

SpiderRock Advisors first reported a position in WM in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.03M in Q1 2024. 1,993 funds tracked by Wall St. Rank hold WM as of Q3 2024.

  • SpiderRock Advisors held 13,424 shares of Waste Management worth $2.79M as of Q3 2024.
  • SpiderRock Advisors bought 130 Waste Management shares in Q3 2024, an estimated $27.1K.
  • Waste Management made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #252 holding.
  • SpiderRock Advisors first reported a position in Waste Management in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Waste Management position peaked at $3.03M in Q1 2024.
  • 1,993 funds tracked by Wall St. Rank held Waste Management as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.