Wilkinson Global Asset Management’s Waste Management WM Stock Holding History

Wilkinson Global Asset 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 Q1	–	Sell	-1,550	Closed	-$278K	–	93
2023 Q4	$278K	Hold	1,550	–	–	0.02%	76
2023 Q3	$236K	Hold	1,550	–	–	0.02%	84
2023 Q2	$269K	Hold	1,550	–	–	0.02%	78
2023 Q1	$253K	Hold	1,550	–	–	0.02%	82
2022 Q4	$243K	Hold	1,550	–	–	0.02%	82
2022 Q3	$248K	Hold	1,550	–	–	0.02%	78
2022 Q2	$237K	Hold	1,550	–	–	0.02%	78
2022 Q1	$246K	Hold	1,550	–	–	0.02%	84
2021 Q4	$259K	Hold	1,550	–	–	0.01%	86
2021 Q3	$232K	Buy	+1,550	New	+$232K	0.01%	89

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wilkinson Global Asset Management's WM Position: Q1 2024 in Review

Wilkinson Global Asset Management sold out of Waste Management (WM) in Q1 2024, closing a stake of 1,550 shares — an estimated $278K sold.

Wilkinson Global Asset Management first reported a position in WM in Q3 2021 and held it in 10 quarters. The position peaked at $278K in Q4 2023. 1,971 funds tracked by Wall St. Rank hold WM as of Q1 2024.

Wilkinson Global Asset Management reported no remaining Waste Management position as of Q1 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,550 Waste Management shares in Q1 2024, an estimated $278K.
Wilkinson Global Asset Management first reported a position in Waste Management in Q3 2021 and held it in 10 quarters.
Wilkinson Global Asset Management's Waste Management position peaked at $278K in Q4 2023.
1,971 funds tracked by Wall St. Rank held Waste Management as of Q1 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2024, filed 10 May 2024.