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Wharton Business Group’s Waste Management WM Stock Holding History

Wharton Business Group’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
Q2 		– Sell
-2,250
Closed -$208K – 117
2020
Q1 		$208K Hold
2,250
– – 0.02% 95
2019
Q4 		$256K Buy
+2,250
New +$254K 0.02% 102
2014
Q1 		– Sell
-51,530
Closed -$2.31M – 158
2013
Q4 		$2.31M Hold
51,530
– – 0.19% 81
2013
Q3 		$2.13M Hold
51,530
– – 0.18% 82
2013
Q2 		$2.08M Buy
+51,530
New +$2.08M 0.18% 83

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wharton Business Group's WM Position: Q2 2020 in Review

Wharton Business Group sold out of Waste Management (WM) in Q2 2020, closing a stake of 2,250 shares — an estimated $208K sold.

Wharton Business Group first reported a position in WM in Q2 2013 and held it in 5 quarters. The position peaked at $2.31M in Q4 2013. 1,355 funds tracked by Wall St. Rank hold WM as of Q2 2020.

  • Wharton Business Group reported no remaining Waste Management position as of Q2 2020 after selling out during the quarter.
  • Wharton Business Group sold 2,250 Waste Management shares in Q2 2020, an estimated $208K.
  • Wharton Business Group first reported a position in Waste Management in Q2 2013 and held it in 5 quarters.
  • Wharton Business Group's Waste Management position peaked at $2.31M in Q4 2013.
  • 1,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2020.

Based on Wharton Business Group's 13F filing for Q2 2020, filed 11 Aug 2020.