WRF
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Waddell & Reed Financial’s Waste Management WM Stock Holding History

Waddell & Reed Financial’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 		$30.6M Sell
237,203
-15,594
-6% -$1.82M 0.06% 314
2020
Q4 		$29.8M Sell
252,797
-29,579
-10% -$3.45M 0.06% 320
2020
Q3 		$32M Buy
282,376
+211,765
+300% +$23.4M 0.08% 276
2020
Q2 		$7.48M Buy
70,611
+10,040
+17% +$1.01M 0.02% 396
2020
Q1 		$5.61M Buy
+60,571
New +$6.95M 0.02% 382

Other funds holding WM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $60.7B 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 $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return