CS
ECHO

Capital Square’s EchoStar ECHO Stock Holding History

Capital Square’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
Q2 		– Sell
-8,521
Closed -$207K – 155
2022
Q1 		$207K Sell
8,521
-93
-1% -$2.29K 0.15% 136
2021
Q4 		$221K Buy
+8,614
New +$227K 0.15% 137
2020
Q2 		– Sell
-1,892
Closed -$60K – 251
2020
Q1 		$60K Buy
+1,892
New +$70.8K 0.07% 182

Other funds holding ECHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Square's ECHO Position: Q2 2022 in Review

Capital Square sold out of EchoStar (ECHO) in Q2 2022, closing a stake of 8,521 shares — an estimated $207K sold.

Capital Square first reported a position in ECHO in Q1 2020 and held it in 3 quarters. The position peaked at $221K in Q4 2021. 195 funds tracked by Wall St. Rank hold ECHO as of Q2 2022.

  • Capital Square reported no remaining EchoStar position as of Q2 2022 after selling out during the quarter.
  • Capital Square sold 8,521 EchoStar shares in Q2 2022, an estimated $207K.
  • Capital Square first reported a position in EchoStar in Q1 2020 and held it in 3 quarters.
  • Capital Square's EchoStar position peaked at $221K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held EchoStar as of Q2 2022.

Based on Capital Square's 13F filing for Q2 2022, filed 4 Aug 2022.