Steph & Co’s Waste Management WM Stock Holding History

Steph & Co’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
2022 Q1	–	Sell	-325	Closed	-$54K	–	312
2021 Q4	$54K	Buy	+325	New	+$52.3K	0.03%	193

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

Steph & Co's WM Position: Q1 2022 in Review

Steph & Co sold out of Waste Management (WM) in Q1 2022, closing a stake of 325 shares — an estimated $54K sold.

Steph & Co first reported a position in WM in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

Steph & Co reported no remaining Waste Management position as of Q1 2022 after selling out during the quarter.
Steph & Co sold 325 Waste Management shares in Q1 2022, an estimated $54K.
Steph & Co first reported a position in Waste Management in Q4 2021 and held it in 1 quarter.
Steph & Co's Waste Management position peaked at $54K in Q4 2021.
1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Steph & Co's 13F filing for Q1 2022, filed 15 Apr 2022.