WEC
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Winslow Evans & Crocker’s Waste Management WM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$114K Buy
973
+93
+11% +$10.8K 0.02% 415
2020
Q3 		$100K Buy
880
+252
+40% +$27.9K 0.02% 357
2020
Q2 		$67K Hold
628
– – 0.02% 416
2020
Q1 		$60K Hold
628
– – 0.02% 409
2019
Q4 		$72K Sell
628
-530
-46% -$59.9K 0.02% 444
2019
Q3 		$134K Buy
1,158
+414
+56% +$48.3K 0.04% 346
2019
Q2 		$86K Hold
744
– – 0.02% 430
2019
Q1 		$80K Buy
744
+30
+4% +$2.93K 0.02% 422
2018
Q4 		$64K Hold
714
– – 0.02% 426
2018
Q3 		$66K Hold
714
– – 0.02% 441
2018
Q2 		$60K Hold
714
– – 0.02% 463
2018
Q1 		$60K Hold
714
– – 0.02% 449
2017
Q4 		$61.5K Hold
714
– – 0.02% 456
2017
Q3 		$55.8K Sell
714
-92
-11% -$6.99K 0.02% 455
2017
Q2 		$59.1K Sell
806
-2
-0.2% -$146 0.02% 523
2017
Q1 		$58.8K Hold
808
– – 0.02% 506
2016
Q4 		$57.2K Hold
808
– – 0.02% 507
2016
Q3 		$51.4K Hold
808
– – 0.01% 533
2016
Q2 		$53.4K Buy
808
+2
+0.2% +$121 0.02% 498
2016
Q1 		$47.6K Sell
806
-2
-0.2% -$110 0.01% 510
2015
Q4 		$43K Hold
808
– – 0.01% 565
2015
Q3 		$40.1K Buy
808
+94
+13% +$4.68K 0.01% 554
2015
Q2 		$33K Sell
714
-576
-45% -$29K 0.01% 642
2015
Q1 		$69.8K Buy
1,290
+576
+81% +$30.6K 0.02% 490
2014
Q4 		$36.6K Hold
714
– – 0.01% 602
2014
Q3 		$33.9K Buy
714
+1
+0.1% +$46 0.01% 639
2014
Q2 		$31.9K Sell
713
-700
-50% -$30.5K 0.01% 584
2014
Q1 		$59.4K Hold
1,413
– – 0.02% 454
2013
Q4 		$63K Buy
+1,413
New +$61.7K 0.02% 476

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Winslow Evans & Crocker's WM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Waste Management (WM) stake by 11% in Q4 2020, buying an estimated $10.8K and bringing the position to 973 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #415.

Winslow Evans & Crocker first reported a position in WM in Q4 2013 and has held it in 29 quarters since. The position peaked at $134K in Q3 2019. 1,456 funds tracked by Wall St. Rank hold WM as of Q4 2020.

  • Winslow Evans & Crocker held 973 shares of Waste Management worth $114K as of Q4 2020.
  • Winslow Evans & Crocker bought 93 Waste Management shares in Q4 2020, an estimated $10.8K.
  • Waste Management made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #415 holding.
  • Winslow Evans & Crocker first reported a position in Waste Management in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Waste Management position peaked at $134K in Q3 2019.
  • 1,456 funds tracked by Wall St. Rank held Waste Management as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.