Echo Street Capital Management’s Comerica CMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,780	Closed	-$323K	–	89
2023 Q3	$323K	Buy	+7,780	New	+$369K	﹤0.01%	354
2023 Q2	–	Sell	-8,291	Closed	-$360K	–	477
2023 Q1	$360K	Buy	+8,291	New	+$531K	﹤0.01%	342
2022 Q4	–	Sell	-5,013	Closed	-$356K	–	524
2022 Q3	$356K	Buy	+5,013	New	+$395K	﹤0.01%	357
2022 Q2	–	Sell	-3,010	Closed	-$272K	–	585
2022 Q1	$272K	Sell	3,010 -129	-4%	-$12.2K	﹤0.01%	519
2021 Q4	$273K	Buy	+3,139	New	+$269K	﹤0.01%	528
2021 Q3	–	Sell	-5,827	Closed	-$416K	–	642
2021 Q2	$416K	Buy	+5,827	New	+$432K	﹤0.01%	418
2021 Q1	–	Sell	-10,455	Closed	-$584K	–	521
2020 Q4	$584K	Buy	+10,455	New	+$510K	0.01%	238

Other funds holding CMA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Echo Street Capital Management's CMA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Comerica (CMA) in Q4 2023, closing a stake of 7,780 shares — an estimated $323K sold.

Echo Street Capital Management first reported a position in CMA in Q4 2020 and held it in 7 quarters. The position peaked at $584K in Q4 2020. 557 funds tracked by Wall St. Rank hold CMA as of Q4 2023.

Echo Street Capital Management reported no remaining Comerica position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,780 Comerica shares in Q4 2023, an estimated $323K.
Echo Street Capital Management first reported a position in Comerica in Q4 2020 and held it in 7 quarters.
Echo Street Capital Management's Comerica position peaked at $584K in Q4 2020.
557 funds tracked by Wall St. Rank held Comerica as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.