ESCM
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Echo Street Capital Management’s Williams-Sonoma WSM Stock Holding History

Echo Street Capital Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,012
Closed -$545K – 428
2023
Q3 		$545K Buy
+7,012
New +$483K 0.01% 238
2023
Q2 		– Sell
-11,952
Closed -$727K – 620
2023
Q1 		$727K Buy
+11,952
New +$746K 0.01% 177
2022
Q4 		– Sell
-19,586
Closed -$1.15M – 668
2022
Q3 		$1.15M Buy
19,586
+12,890
+193% +$915K 0.01% 143
2022
Q2 		$371K Sell
6,696
-7,184
-52% -$465K ﹤0.01% 377
2022
Q1 		$1.01M Buy
+13,880
New +$1.05M 0.01% 229
2021
Q3 		– Sell
-9,188
Closed -$733K – 770
2021
Q2 		$733K Buy
+9,188
New +$782K 0.01% 260

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return