Echo Street Capital Management’s Regal Rexnord RRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,543	Closed	-$237K	–	559
2023 Q2	$237K	Sell	1,543 -2,123	-58%	-$289K	﹤0.01%	412
2023 Q1	$516K	Sell	3,666 -3,602	-50%	-$522K	﹤0.01%	253
2022 Q4	$872K	Buy	+7,268	New	+$953K	0.01%	174
2022 Q3	–	Sell	-2,772	Closed	-$315K	–	680
2022 Q2	$315K	Buy	+2,772	New	+$352K	﹤0.01%	418

Other funds holding RRX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Echo Street Capital Management sold out of Regal Rexnord (RRX) in Q3 2023, closing a stake of 1,543 shares — an estimated $237K sold.

Echo Street Capital Management first reported a position in RRX in Q2 2022 and held it in 4 quarters. The position peaked at $872K in Q4 2022. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

Echo Street Capital Management reported no remaining Regal Rexnord position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,543 Regal Rexnord shares in Q3 2023, an estimated $237K.
Echo Street Capital Management first reported a position in Regal Rexnord in Q2 2022 and held it in 4 quarters.
Echo Street Capital Management's Regal Rexnord position peaked at $872K in Q4 2022.
421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

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