CIM Investment Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

CIM Investment Management’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	–	Sell	-8,899	Closed	-$229K	–	306
2020 Q3	$229K	Buy	+8,899	New	+$228K	0.09%	220
2019 Q4	–	Sell	-12,969	Closed	-$294K	–	322
2019 Q3	$294K	Hold	12,969	–	–	0.11%	233
2019 Q2	$271K	Sell	12,969 -268	-2%	-$5.95K	0.1%	257
2019 Q1	$328K	Sell	13,237 -112	-0.8%	-$2.64K	0.13%	223
2018 Q4	$271K	Hold	13,349	–	–	0.12%	233
2018 Q3	$413K	Hold	13,349	–	–	0.15%	193
2018 Q2	$390K	Buy	13,349 +6,087	+84%	+$174K	0.13%	217
2018 Q1	$200K	Hold	7,262	–	–	0.07%	316
2017 Q4	$203K	Sell	7,262 -7,384	-50%	-$177K	0.07%	313
2017 Q3	$276K	Buy	+14,646	New	+$240K	0.1%	271
2017 Q2	–	Sell	-10,154	Closed	-$217K	–	382
2017 Q1	$217K	Hold	10,154	–	–	0.07%	329
2016 Q4	$254K	Hold	10,154	–	–	0.09%	293
2016 Q3	$234K	Buy	10,154 +380	+4%	+$9.29K	0.09%	302
2016 Q2	$219K	Buy	9,774 +990	+11%	+$23.4K	0.09%	265
2016 Q1	$239K	Buy	+8,784	New	+$209K	0.1%	231

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

CIM Investment Management's ECHO Position: Q4 2020 in Review

CIM Investment Management sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2020, closing a stake of 8,899 shares — an estimated $229K sold.

CIM Investment Management first reported a position in ECHO in Q1 2016 and held it in 15 quarters. The position peaked at $413K in Q3 2018. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

CIM Investment Management reported no remaining Echo Global Logistics, Inc. position as of Q4 2020 after selling out during the quarter.
CIM Investment Management sold 8,899 Echo Global Logistics, Inc. shares in Q4 2020, an estimated $229K.
CIM Investment Management first reported a position in Echo Global Logistics, Inc. in Q1 2016 and held it in 15 quarters.
CIM Investment Management's Echo Global Logistics, Inc. position peaked at $413K in Q3 2018.
149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2020.

Based on CIM Investment Management's 13F filing for Q4 2020, filed 17 Feb 2021.