Surevest, LLC’s Waste Mgmt Inc Del Position
Does Surevest, LLC own Waste Mgmt Inc Del (WM)? Yes — 25.6K shares worth $4M (+1.12% of its 13F portfolio) as of Q3 2022, down from 25.8K shares the prior filed quarter.
Position Value
$4M
Q3 2022
Shares
25.6K
% of Portfolio
+1.12%
Quarters Held
16
currently held
Position History WM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 25.6K | $4M | +1.12% |
| Q2 2022 | 25.8K | $4M | +1.03% |
| Q1 2022 | 25.3K | $4M | +0.97% |
| Q4 2021 | 32.5K | $5M | +1.28% |
| Q3 2021 | 33.0K | $5M | +1.25% |
| Q2 2021 | 31.7K | $4M | +1.16% |
| Q1 2021 | 33.8K | $4M | +1.32% |
| Q4 2020 | 31.1K | $4M | +1.22% |
| Q3 2020 | 29.9K | $3M | +1.33% |
| Q2 2020 | 28.3K | $3M | +1.33% |
| Q1 2020 | 24.8K | $2M | +1.25% |
| Q4 2019 | 17.5K | $2M | +0.85% |
| Q3 2019 | 13.1K | $2M | +0.74% |
| Q2 2019 | 11.7K | $1M | +0.70% |
| Q1 2019 | 6.7K | $695,000 | +0.43% |
| Q4 2018 | 3.2K | $285,000 | +0.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of WM.