Sugarloaf Wealth Management’s Waste Management WM Stock Holding History

Sugarloaf Wealth Management’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 Q4	$78.7K	Hold	390	–	–	0.01%	248
2024 Q3	$81K	Hold	390	–	–	0.02%	253
2024 Q2	$83.2K	Hold	390	–	–	0.02%	245
2024 Q1	$83.1K	Hold	390	–	–	0.02%	243
2023 Q4	$69.8K	Hold	390	–	–	0.02%	250
2023 Q3	$59.5K	Hold	390	–	–	0.02%	265
2023 Q2	$67.6K	Hold	390	–	–	0.02%	250
2023 Q1	$63.6K	Hold	390	–	–	0.02%	257
2022 Q4	$61.2K	Sell	390 -300	-43%	-$48.3K	0.02%	257
2022 Q3	$111K	Buy	690 +300	+77%	+$49.5K	0.03%	186
2022 Q2	$60K	Hold	390	–	–	0.02%	259
2022 Q1	$62K	Hold	390	–	–	0.01%	249
2021 Q4	$65K	Hold	390	–	–	0.02%	254
2021 Q3	$58K	Sell	390 -262	-40%	-$39.2K	0.02%	248
2021 Q2	$91K	Sell	652 -40	-6%	-$5.53K	0.02%	201
2021 Q1	$89	Sell	692 -9,181	-93%	-$1.07M	0.03%	202
2020 Q4	$1.16M	Buy	9,873 +248	+3%	+$28.9K	0.39%	40
2020 Q3	$1.09M	Buy	9,625 +656	+7%	+$72.5K	0.4%	40
2020 Q2	$950K	Buy	8,969 +887	+11%	+$89.6K	0.36%	45
2020 Q1	$748K	Buy	8,082 +7,782	+2,594%	+$893K	0.33%	46
2019 Q4	$34K	Buy	+300	New	+$33.9K	0.01%	296

Other funds holding WM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's WM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Waste Management (WM) position steady in Q4 2024 at 390 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #248.

Sugarloaf Wealth Management first reported a position in WM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2020. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Sugarloaf Wealth Management held 390 shares of Waste Management worth $78.7K as of Q4 2024.
Sugarloaf Wealth Management left its Waste Management share count unchanged in Q4 2024.
Waste Management made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #248 holding.
Sugarloaf Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Waste Management position peaked at $1.16M in Q4 2020.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.