Yorktown Management & Research Company’s Waste Management WM Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-2,100	Closed	-$314K	–	270
2021 Q3	$314K	Hold	2,100	–	–	0.24%	170
2021 Q2	$294K	Hold	2,100	–	–	0.23%	178
2021 Q1	$271K	Sell	2,100 -1,600	-43%	-$187K	0.23%	163
2020 Q4	$436K	Buy	3,700 +500	+16%	+$58.3K	0.39%	111
2020 Q3	$362K	Buy	+3,200	New	+$354K	0.34%	137
2015 Q1	–	Sell	-24,200	Closed	-$1.24M	–	522
2014 Q4	$1.24M	Hold	24,200	–	–	0.26%	72
2014 Q3	$1.15M	Hold	24,200	–	–	0.22%	88
2014 Q2	$1.08M	Hold	24,200	–	–	0.2%	88
2014 Q1	$1.02M	Hold	24,200	–	–	0.19%	100
2013 Q4	$1.09M	Hold	24,200	–	–	0.22%	93
2013 Q3	$998K	Buy	24,200 +12,200	+102%	+$508K	0.21%	93
2013 Q2	$484K	Buy	+12,000	New	+$485K	0.1%	111

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Yorktown Management & Research Company's WM Position: Q4 2021 in Review

Yorktown Management & Research Company sold out of Waste Management (WM) in Q4 2021, closing a stake of 2,100 shares — an estimated $314K sold.

Yorktown Management & Research Company first reported a position in WM in Q2 2013 and held it in 12 quarters. The position peaked at $1.24M in Q4 2014. 1,695 funds tracked by Wall St. Rank hold WM as of Q4 2021.

Yorktown Management & Research Company reported no remaining Waste Management position as of Q4 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 2,100 Waste Management shares in Q4 2021, an estimated $314K.
Yorktown Management & Research Company first reported a position in Waste Management in Q2 2013 and held it in 12 quarters.
Yorktown Management & Research Company's Waste Management position peaked at $1.24M in Q4 2014.
1,695 funds tracked by Wall St. Rank held Waste Management as of Q4 2021.

Based on Yorktown Management & Research Company's 13F filing for Q4 2021, filed 9 Feb 2022.