Boston Partners’s Echo Global Logistics, Inc. ECHO Stock Holding History

Boston Partners’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 Q2	–	Sell	-63,186	Closed	-$1.99M	–	679
2021 Q1	$1.99M	Buy	63,186 +18,838	+42%	+$548K	﹤0.01%	482
2020 Q4	$1.19M	Buy	44,348 +24,279	+121%	+$684K	﹤0.01%	517
2020 Q3	$518K	Sell	20,069 -35,044	-64%	-$900K	﹤0.01%	601
2020 Q2	$1.19M	Buy	+55,113	New	+$1.04M	﹤0.01%	504

Other funds holding ECHO

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Boston Partners's ECHO Position: Q2 2021 in Review

Boston Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q2 2021, closing a stake of 63,186 shares — an estimated $1.99M sold.

Boston Partners first reported a position in ECHO in Q2 2020 and held it in 4 quarters. The position peaked at $1.99M in Q1 2021. 161 funds tracked by Wall St. Rank hold ECHO as of Q2 2021.

Boston Partners reported no remaining Echo Global Logistics, Inc. position as of Q2 2021 after selling out during the quarter.
Boston Partners sold 63,186 Echo Global Logistics, Inc. shares in Q2 2021, an estimated $1.99M.
Boston Partners first reported a position in Echo Global Logistics, Inc. in Q2 2020 and held it in 4 quarters.
Boston Partners's Echo Global Logistics, Inc. position peaked at $1.99M in Q1 2021.
161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q2 2021.

Based on Boston Partners's 13F filing for Q2 2021, filed 12 Aug 2021.