Ownership history in Inlet Private Wealth, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Inlet Private Wealth, LLC reported a position in WASTE MGMT INC DEL (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Inlet Private Wealth, LLC underperformed the S&P 500 by β1.3% annually on this WM position. Timing score: 56% (10/18 decisions correct). Average cost basis: $84.98. Maximum drawdown during holding period: β18.8%.
β οΈ Trailed SPY by 1.3% ann. on this position.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $78.92 (2018 Q4) Β· Worst: $219.11 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 10 trims. Bought during 2 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size