Echo Street Capital Management’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,654	Closed	-$436K	–	289
2023 Q3	$436K	Buy	+17,654	New	+$477K	﹤0.01%	296
2023 Q2	–	Sell	-17,862	Closed	-$499K	–	558
2023 Q1	$499K	Buy	+17,862	New	+$489K	﹤0.01%	260
2022 Q4	–	Sell	-10,808	Closed	-$272K	–	603
2022 Q3	$272K	Buy	+10,808	New	+$318K	﹤0.01%	423
2021 Q3	–	Sell	-11,530	Closed	-$282K	–	706
2021 Q2	$282K	Buy	+11,530	New	+$293K	﹤0.01%	497

Other funds holding NI

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

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

Echo Street Capital Management sold out of NiSource (NI) in Q4 2023, closing a stake of 17,654 shares — an estimated $436K sold.

Echo Street Capital Management first reported a position in NI in Q2 2021 and held it in 4 quarters. The position peaked at $499K in Q1 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

Echo Street Capital Management reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 17,654 NiSource shares in Q4 2023, an estimated $436K.
Echo Street Capital Management first reported a position in NiSource in Q2 2021 and held it in 4 quarters.
Echo Street Capital Management's NiSource position peaked at $499K in Q1 2023.
610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

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