Echo Street Capital Management’s Pinnacle West Capital PNW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,394	Closed	-$602K	–	552
2023 Q2	$602K	Buy	7,394 +3,967	+116%	+$316K	0.01%	224
2023 Q1	$272K	Buy	+3,427	New	+$259K	﹤0.01%	402
2022 Q1	–	Sell	-11,116	Closed	-$785K	–	715
2021 Q4	$785K	Buy	+11,116	New	+$747K	0.01%	313
2021 Q2	–	Sell	-5,052	Closed	-$411K	–	688
2021 Q1	$411K	Sell	5,052 -2,342	-32%	-$181K	﹤0.01%	354
2020 Q4	$591K	Buy	+7,394	New	+$610K	0.01%	236
2020 Q3	–	Sell	-12,230	Closed	-$896K	–	311
2020 Q2	$896K	Buy	+12,230	New	+$924K	0.01%	279

Other funds holding PNW

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Echo Street Capital Management sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 7,394 shares — an estimated $602K sold.

Echo Street Capital Management first reported a position in PNW in Q2 2020 and held it in 6 quarters. The position peaked at $896K in Q2 2020. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

Echo Street Capital Management reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,394 Pinnacle West Capital shares in Q3 2023, an estimated $602K.
Echo Street Capital Management first reported a position in Pinnacle West Capital in Q2 2020 and held it in 6 quarters.
Echo Street Capital Management's Pinnacle West Capital position peaked at $896K in Q2 2020.
520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

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