Echo Street Capital Management’s Avalara, Inc. AVLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,458,745	Closed	-$174M	–	717
2022 Q2	$174M	Buy	2,458,745 +461,870	+23%	+$38M	1.57%	12
2022 Q1	$199M	Buy	1,996,875 +786,996	+65%	+$79.8M	1.43%	13
2021 Q4	$156M	Buy	1,209,879 +162,523	+16%	+$25.4M	1.05%	35
2021 Q3	$183M	Buy	1,047,356 +348,071	+50%	+$59.9M	1.29%	19
2021 Q2	$113M	Buy	699,285 +201,480	+40%	+$28.1M	0.87%	53
2021 Q1	$66.4M	Buy	497,805 +216,091	+77%	+$33.3M	0.59%	73
2020 Q4	$46.5M	Buy	281,714 +225,666	+403%	+$36.1M	0.47%	80
2020 Q3	$7.14M	Buy	+56,048	New	+$7.12M	0.12%	92

Other funds holding AVLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Echo Street Capital Management's AVLR Position: Q3 2022 in Review

Echo Street Capital Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 2,458,745 shares — an estimated $174M sold.

Echo Street Capital Management first reported a position in AVLR in Q3 2020 and held it in 8 quarters. The position peaked at $199M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Echo Street Capital Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Echo Street Capital Management sold 2,458,745 Avalara, Inc. shares in Q3 2022, an estimated $174M.
Echo Street Capital Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 8 quarters.
Echo Street Capital Management's Avalara, Inc. position peaked at $199M in Q1 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Echo Street Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.