Echo Street Capital Management’s Affirm AFRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-43,295	Closed	-$419K	–	475
2022 Q4	$419K	Buy	43,295 +27,038	+166%	+$407K	﹤0.01%	330
2022 Q3	$305K	Buy	+16,257	New	+$425K	﹤0.01%	395
2022 Q1	–	Sell	-475,760	Closed	-$47.8M	–	601
2021 Q4	$47.8M	Sell	475,760 -72,704	-13%	-$9.61M	0.32%	90
2021 Q3	$65.3M	Buy	+548,464	New	+$43.8M	0.46%	85
2021 Q2	–	Sell	-688,867	Closed	-$48.7M	–	581
2021 Q1	$48.7M	Buy	+688,867	New	+$66.9M	0.44%	82

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

LUGPI

Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Echo Street Capital Management's AFRM Position: Q1 2023 in Review

Echo Street Capital Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 43,295 shares — an estimated $419K sold.

Echo Street Capital Management first reported a position in AFRM in Q1 2021 and held it in 5 quarters. The position peaked at $65.3M in Q3 2021. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

Echo Street Capital Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 43,295 Affirm shares in Q1 2023, an estimated $419K.
Echo Street Capital Management first reported a position in Affirm in Q1 2021 and held it in 5 quarters.
Echo Street Capital Management's Affirm position peaked at $65.3M in Q3 2021.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.