Caldwell Trust’s DISH Network Corp. DISH Stock Holding History

Caldwell Trust’s Portfolio DISH Stock Details DISH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-300	Closed	-$8.71K	–	740
2020 Q3	$8.71K	Buy	+300	New	+$9.9K	﹤0.01%	628

Other funds holding DISH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

PCM

Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Caldwell Trust's DISH Position: Q4 2020 in Review

Caldwell Trust sold out of DISH Network Corp. (DISH) in Q4 2020, closing a stake of 300 shares — an estimated $8.71K sold.

Caldwell Trust first reported a position in DISH in Q3 2020 and held it in 1 quarter. The position peaked at $8.71K in Q3 2020. 428 funds tracked by Wall St. Rank hold DISH as of Q4 2020.

Caldwell Trust reported no remaining DISH Network Corp. position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 300 DISH Network Corp. shares in Q4 2020, an estimated $8.71K.
Caldwell Trust first reported a position in DISH Network Corp. in Q3 2020 and held it in 1 quarter.
Caldwell Trust's DISH Network Corp. position peaked at $8.71K in Q3 2020.
428 funds tracked by Wall St. Rank held DISH Network Corp. as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.