WIP
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Wellesley Investment Partners’s Waste Management WM Stock Holding History

Wellesley Investment Partners’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
2020
Q1 		– Sell
-1,869
Closed -$213K – 126
2019
Q4 		$213K Hold
1,869
– – 0.07% 112
2019
Q3 		$215K Buy
1,869
+11
+0.6% +$1.28K 0.07% 102
2019
Q2 		$214K Sell
1,858
-400
-18% -$43.4K 0.07% 101
2019
Q1 		$234K Sell
2,258
-25
-1% -$2.44K 0.08% 110
2018
Q4 		$203K Buy
2,283
+1
+0% +$90 0.07% 118
2018
Q3 		$206K Buy
+2,282
New +$202K 0.07% 125

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 $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellesley Investment Partners's WM Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Waste Management (WM) in Q1 2020, closing a stake of 1,869 shares — an estimated $213K sold.

Wellesley Investment Partners first reported a position in WM in Q3 2018 and held it in 6 quarters. The position peaked at $234K in Q1 2019. 1,324 funds tracked by Wall St. Rank hold WM as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Waste Management position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,869 Waste Management shares in Q1 2020, an estimated $213K.
  • Wellesley Investment Partners first reported a position in Waste Management in Q3 2018 and held it in 6 quarters.
  • Wellesley Investment Partners's Waste Management position peaked at $234K in Q1 2019.
  • 1,324 funds tracked by Wall St. Rank held Waste Management as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.