SIMT Tax-Managed Managed Volatility Fund WM Holdings History
Number of Shares
63,511.00
Current Holdings Value*
$12.82 Mil
% of Portfolio
1.77%
Total Estimate Gain
$10.62 Mil
% of Total Estimate Gain
68.36%
SIMT Tax-Managed Managed Volatility Fund's Waste Management Inc Holding Summary
As of 2024-12-31, SEI INSTITUTIONAL MANAGED TRUST held 63,511.00 shares of Waste Management Inc(WM), totaling $12.82 Mil. This investment constitutes 1.77% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0.02% of the outstanding Waste Management Inc(WM) stock.
The initial trade took place in 2019Q3. In addition, there have been 6 sales at an average price of $161.82 for 69,558.00 shares. Based on historical transaction data and WM's current price of $234.71, SIMT Tax-Managed Managed Volatility Fund's estimated gain on his WM holdings is $10.62 Mil, reflecting a 68.36% gain to date.
SIMT Tax-Managed Managed Volatility Fund WM ($234.71) Holding Chart
SIMT Tax-Managed Managed Volatility Fund WM ($234.71) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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