ACM
ECHO

Adalta Capital Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Adalta Capital Management’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,000
Closed -$246K – 99
2021
Q2 		$246K Sell
8,000
-2,000
-20% -$66K 0.13% 72
2021
Q1 		$314K Buy
+10,000
New +$291K 0.18% 55

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Adalta Capital Management's ECHO Position: Q3 2021 in Review

Adalta Capital Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 8,000 shares — an estimated $246K sold.

Adalta Capital Management first reported a position in ECHO in Q1 2021 and held it in 2 quarters. The position peaked at $314K in Q1 2021. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Adalta Capital Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Adalta Capital Management sold 8,000 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $246K.
  • Adalta Capital Management first reported a position in Echo Global Logistics, Inc. in Q1 2021 and held it in 2 quarters.
  • Adalta Capital Management's Echo Global Logistics, Inc. position peaked at $314K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Adalta Capital Management's 13F filing for Q3 2021, filed 16 Nov 2021.