Echo Street Capital Management’s American Electric Power AEP Stock Holding History

Echo Street Capital Management’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,259	Closed	-$443K	–	455
2023 Q2	$443K	Buy	+5,259	New	+$465K	﹤0.01%	296
2022 Q2	–	Sell	-4,509	Closed	-$450K	–	551
2022 Q1	$450K	Buy	4,509 +1,913	+74%	+$175K	﹤0.01%	428
2021 Q4	$231K	Sell	2,596 -7,007	-73%	-$591K	﹤0.01%	550
2021 Q3	$780K	Buy	+9,603	New	+$838K	0.01%	298

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Echo Street Capital Management's AEP Position: Q3 2023 in Review

Echo Street Capital Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 5,259 shares — an estimated $443K sold.

Echo Street Capital Management first reported a position in AEP in Q3 2021 and held it in 4 quarters. The position peaked at $780K in Q3 2021. 1,275 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

Echo Street Capital Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,259 American Electric Power shares in Q3 2023, an estimated $443K.
Echo Street Capital Management first reported a position in American Electric Power in Q3 2021 and held it in 4 quarters.
Echo Street Capital Management's American Electric Power position peaked at $780K in Q3 2021.
1,275 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.