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Sullivan, Bruyette, Speros & Blaney’s Waste Management WM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$243K Buy
1,887
+420
+29% +$49.1K 0.01% 271
2020
Q4 		$173K Buy
1,467
+23
+2% +$2.68K 0.01% 307
2020
Q3 		$163K Hold
1,444
– – 0.01% 277
2020
Q2 		$153K Hold
1,444
– – 0.01% 266
2020
Q1 		$134K Hold
1,444
– – 0.01% 260
2019
Q4 		$165K Buy
+1,444
New +$163K 0.01% 278

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's WM Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Waste Management (WM) stake by 29% in Q1 2021, buying an estimated $49.1K and bringing the position to 1,887 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #271.

Sullivan, Bruyette, Speros & Blaney first reported a position in WM in Q4 2019 and has held it in 6 quarters since. 1,490 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,887 shares of Waste Management worth $243K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 420 Waste Management shares in Q1 2021, an estimated $49.1K.
  • Waste Management made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #271 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Waste Management in Q4 2019 and has held it in 6 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.