Echo Street Capital Management’s Williams Companies WMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,334	Closed	-$213K	–	423
2023 Q3	$213K	Buy	+6,334	New	+$216K	﹤0.01%	426
2023 Q2	–	Sell	-20,718	Closed	-$619K	–	616
2023 Q1	$619K	Buy	+20,718	New	+$640K	0.01%	212
2022 Q4	–	Sell	-17,838	Closed	-$511K	–	667
2022 Q3	$511K	Buy	17,838 +9,951	+126%	+$324K	﹤0.01%	268
2022 Q2	$246K	Sell	7,887 -2,469	-24%	-$85.2K	﹤0.01%	467
2022 Q1	$346K	Sell	10,356 -19,101	-65%	-$584K	﹤0.01%	482
2021 Q4	$767K	Buy	+29,457	New	+$814K	0.01%	320
2021 Q1	–	Sell	-27,127	Closed	-$544K	–	613
2020 Q4	$544K	Buy	+27,127	New	+$550K	0.01%	244
2020 Q3	–	Sell	-41,248	Closed	-$785K	–	372
2020 Q2	$785K	Buy	+41,248	New	+$768K	0.01%	302

Other funds holding WMB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Echo Street Capital Management sold out of Williams Companies (WMB) in Q4 2023, closing a stake of 6,334 shares — an estimated $213K sold.

Echo Street Capital Management first reported a position in WMB in Q2 2020 and held it in 8 quarters. The position peaked at $785K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold WMB as of Q4 2023.

Echo Street Capital Management reported no remaining Williams Companies position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,334 Williams Companies shares in Q4 2023, an estimated $213K.
Echo Street Capital Management first reported a position in Williams Companies in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Williams Companies position peaked at $785K in Q2 2020.
1,235 funds tracked by Wall St. Rank held Williams Companies as of Q4 2023.

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