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

Other funds holding WSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Echo Street Capital Management sold out of Williams-Sonoma (WSM) in Q4 2023, closing a stake of 7,012 shares — an estimated $545K sold.

Echo Street Capital Management first reported a position in WSM in Q2 2021 and held it in 6 quarters. The position peaked at $1.15M in Q3 2022. 679 funds tracked by Wall St. Rank hold WSM as of Q4 2023.

Echo Street Capital Management reported no remaining Williams-Sonoma position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,012 Williams-Sonoma shares in Q4 2023, an estimated $545K.
Echo Street Capital Management first reported a position in Williams-Sonoma in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's Williams-Sonoma position peaked at $1.15M in Q3 2022.
679 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2023.

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