Aperio Group’s Echo Global Logistics, Inc. ECHO Stock Holding History

Aperio Group’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
2020 Q4	$581K	Buy	21,665 +3,160	+17%	+$89K	﹤0.01%	1890
2020 Q3	$477K	Sell	18,505 -711	-4%	-$18.3K	﹤0.01%	1834
2020 Q2	$415K	Buy	19,216 +508	+3%	+$9.55K	﹤0.01%	1865
2020 Q1	$320K	Buy	18,708 +1,467	+9%	+$28.6K	﹤0.01%	1867
2019 Q4	$357K	Sell	17,241 -1,635	-9%	-$34.1K	﹤0.01%	1987
2019 Q3	$428K	Buy	18,876 +1,891	+11%	+$39.1K	﹤0.01%	1847
2019 Q2	$354K	Sell	16,985 -1,140	-6%	-$25.3K	﹤0.01%	1948
2019 Q1	$449K	Sell	18,125 -885	-5%	-$20.9K	﹤0.01%	1808
2018 Q4	$386K	Buy	19,010 +670	+4%	+$16.7K	﹤0.01%	1836
2018 Q3	$568K	Buy	18,340 +2,125	+13%	+$69.2K	﹤0.01%	1695
2018 Q2	$474K	Sell	16,215 -1,547	-9%	-$44.2K	﹤0.01%	1770
2018 Q1	$490K	Sell	17,762 -6,758	-28%	-$190K	﹤0.01%	1699
2017 Q4	$687K	Buy	24,520 +8,937	+57%	+$214K	﹤0.01%	1539
2017 Q3	$294K	Buy	+15,583	New	+$255K	﹤0.01%	1932

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Aperio Group's ECHO Position: Q4 2020 in Review

Aperio Group increased its Echo Global Logistics, Inc. (ECHO) stake by 17% in Q4 2020, buying an estimated $89K and bringing the position to 21,665 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Aperio Group first reported a position in ECHO in Q3 2017 and has held it in 14 quarters since. The position peaked at $687K in Q4 2017. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

Aperio Group held 21,665 shares of Echo Global Logistics, Inc. worth $581K as of Q4 2020.
Aperio Group bought 3,160 Echo Global Logistics, Inc. shares in Q4 2020, an estimated $89K.
Echo Global Logistics, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1890 holding.
Aperio Group first reported a position in Echo Global Logistics, Inc. in Q3 2017 and has held it in 14 quarters since.
Aperio Group's Echo Global Logistics, Inc. position peaked at $687K in Q4 2017.
149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.