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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

WM holding history

Waste Management Inc in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q4 2023 holdings

Shares (Q4 2023)
285,819
Value
$50.9M
% of portfolio
0.8%
Quarters held
12
Since Q1 2021
Holdings of WM by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023285,819$50.9M0.8%−2,608−0.9%ReducedHolders
Q3 2023288,427$44.0M0.8%−998−0.3%ReducedHolders
Q2 2023289,425$50.2M0.9%+401+0.1%AddedHolders
Q1 2023289,024$47.2M0.9%−610−0.2%ReducedHolders
Q4 2022289,634$45.4M0.9%−1,728−0.6%ReducedHolders
Q3 2022291,362$46.7M1.0%−2,323−0.8%ReducedHolders
Q2 2022293,685$44.9M0.9%−15,308−5.0%ReducedHolders
Q1 2022308,993$49.0M0.9%+5,287+1.7%AddedHolders
Q4 2021303,706$50.7M0.9%−1,354−0.4%ReducedHolders
Q3 2021305,060$45.6M0.9%+361+0.1%AddedHolders
Q2 2021304,699$42.7M0.8%−5,117−1.7%ReducedHolders
Q1 2021309,816$40.0M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.