Baron Financial Group’s EchoStar ECHO Stock Holding History

Baron Financial 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
2022 Q3	–	Sell	-105	Closed	-$2.03K	–	165
2022 Q2	$2.03K	Hold	105	–	–	﹤0.01%	187
2022 Q1	$2.56K	Hold	105	–	–	﹤0.01%	198
2021 Q4	$2.77K	Hold	105	–	–	﹤0.01%	198
2021 Q3	$2.68K	Hold	105	–	–	﹤0.01%	203
2021 Q2	$2.55K	Hold	105	–	–	﹤0.01%	216
2021 Q1	$2.52K	Hold	105	–	–	﹤0.01%	221
2020 Q4	$2.23K	Hold	105	–	–	﹤0.01%	230
2020 Q3	$2.61K	Buy	+105	New	+$2.93K	﹤0.01%	231

Other funds holding ECHO

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Baron Financial Group's ECHO Position: Q3 2022 in Review

Baron Financial Group sold out of EchoStar (ECHO) in Q3 2022, closing a stake of 105 shares — an estimated $2.03K sold.

Baron Financial Group first reported a position in ECHO in Q3 2020 and held it in 8 quarters. The position peaked at $2.77K in Q4 2021. 189 funds tracked by Wall St. Rank hold ECHO as of Q3 2022.

Baron Financial Group reported no remaining EchoStar position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 105 EchoStar shares in Q3 2022, an estimated $2.03K.
Baron Financial Group first reported a position in EchoStar in Q3 2020 and held it in 8 quarters.
Baron Financial Group's EchoStar position peaked at $2.77K in Q4 2021.
189 funds tracked by Wall St. Rank held EchoStar as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.