Echo Street Capital Management’s Citizens Financial Group CFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-19,684	Closed	-$513K	–	479
2023 Q2	$513K	Buy	19,684 +12,026	+157%	+$331K	﹤0.01%	265
2023 Q1	$233K	Buy	+7,658	New	+$300K	﹤0.01%	433
2022 Q2	–	Sell	-15,492	Closed	-$702K	–	580
2022 Q1	$702K	Buy	+15,492	New	+$796K	0.01%	321
2021 Q2	–	Sell	-9,902	Closed	-$437K	–	606
2021 Q1	$437K	Buy	+9,902	New	+$412K	﹤0.01%	335

Other funds holding CFG

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Echo Street Capital Management sold out of Citizens Financial Group (CFG) in Q3 2023, closing a stake of 19,684 shares — an estimated $513K sold.

Echo Street Capital Management first reported a position in CFG in Q1 2021 and held it in 4 quarters. The position peaked at $702K in Q1 2022. 648 funds tracked by Wall St. Rank hold CFG as of Q3 2023.

Echo Street Capital Management reported no remaining Citizens Financial Group position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 19,684 Citizens Financial Group shares in Q3 2023, an estimated $513K.
Echo Street Capital Management first reported a position in Citizens Financial Group in Q1 2021 and held it in 4 quarters.
Echo Street Capital Management's Citizens Financial Group position peaked at $702K in Q1 2022.
648 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2023.

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