Echo Street Capital Management’s Consolidated Edison ED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,807	Closed	-$411K	–	136
2023 Q3	$411K	Sell	4,807 -1,235	-20%	-$112K	﹤0.01%	308
2023 Q2	$546K	Sell	6,042 -3,366	-36%	-$322K	﹤0.01%	242
2023 Q1	$900K	Buy	9,408 +7,134	+314%	+$668K	0.01%	135
2022 Q4	$217K	Buy	+2,274	New	+$207K	﹤0.01%	457
2021 Q3	–	Sell	-9,238	Closed	-$663K	–	657
2021 Q2	$663K	Buy	+9,238	New	+$709K	0.01%	287
2021 Q1	–	Sell	-2,962	Closed	-$214K	–	534
2020 Q4	$214K	Buy	+2,962	New	+$230K	﹤0.01%	349
2020 Q3	–	Sell	-6,283	Closed	-$452K	–	194
2020 Q2	$452K	Buy	+6,283	New	+$483K	0.01%	359
2020 Q1	–	Sell	-133,044	Closed	-$12M	–	184
2019 Q4	$12M	Buy	+133,044	New	+$11.9M	0.19%	139

Other funds holding ED

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Echo Street Capital Management sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 4,807 shares — an estimated $411K sold.

Echo Street Capital Management first reported a position in ED in Q4 2019 and held it in 8 quarters. The position peaked at $12M in Q4 2019. 1,149 funds tracked by Wall St. Rank hold ED as of Q4 2023.

Echo Street Capital Management reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,807 Consolidated Edison shares in Q4 2023, an estimated $411K.
Echo Street Capital Management first reported a position in Consolidated Edison in Q4 2019 and held it in 8 quarters.
Echo Street Capital Management's Consolidated Edison position peaked at $12M in Q4 2019.
1,149 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

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