Echo Street Capital Management’s Regions Financial RF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,220	Closed	-$313K	–	340
2023 Q3	$313K	Buy	+18,220	New	+$345K	﹤0.01%	362
2022 Q4	–	Sell	-13,394	Closed	-$269K	–	625
2022 Q3	$269K	Sell	13,394 -10,887	-45%	-$230K	﹤0.01%	430
2022 Q2	$455K	Buy	+24,281	New	+$501K	﹤0.01%	339
2022 Q1	–	Sell	-21,599	Closed	-$471K	–	721
2021 Q4	$471K	Buy	+21,599	New	+$494K	﹤0.01%	422
2021 Q3	–	Sell	-14,037	Closed	-$283K	–	730
2021 Q2	$283K	Sell	14,037 -21,560	-61%	-$466K	﹤0.01%	496
2021 Q1	$735K	Buy	+35,597	New	+$696K	0.01%	219

Other funds holding RF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Echo Street Capital Management sold out of Regions Financial (RF) in Q4 2023, closing a stake of 18,220 shares — an estimated $313K sold.

Echo Street Capital Management first reported a position in RF in Q1 2021 and held it in 6 quarters. The position peaked at $735K in Q1 2021. 813 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Echo Street Capital Management reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 18,220 Regions Financial shares in Q4 2023, an estimated $313K.
Echo Street Capital Management first reported a position in Regions Financial in Q1 2021 and held it in 6 quarters.
Echo Street Capital Management's Regions Financial position peaked at $735K in Q1 2021.
813 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

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