CGH
ECHO

Crossmark Global Holdings’s Echo Global Logistics, Inc. ECHO Stock Holding History

Crossmark Global Holdings’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
-19,300
Closed -$497K – 1451
2020
Q3 		$497K Sell
19,300
-680
-3% -$17.5K 0.01% 770
2020
Q2 		$432K Buy
19,980
+5,480
+38% +$103K 0.01% 817
2020
Q1 		$248K Buy
14,500
+1,020
+8% +$19.9K 0.01% 948
2019
Q4 		$279K Buy
13,480
+1,900
+16% +$39.7K 0.01% 1159
2019
Q3 		$262K Sell
11,580
-100
-0.9% -$2.06K 0.01% 1124
2019
Q2 		$244K Buy
11,680
+460
+4% +$10.2K 0.01% 1194
2019
Q1 		$278K Sell
11,220
-30
-0.3% -$708 0.01% 1157
2018
Q4 		$229K Buy
11,250
+70
+0.6% +$1.75K 0.01% 1229
2018
Q3 		$346K Buy
11,180
+470
+4% +$15.3K 0.01% 1217
2018
Q2 		$313K Buy
10,710
+340
+3% +$9.72K 0.01% 1278
2018
Q1 		$286K Sell
10,370
-1,210
-10% -$34K 0.01% 1307
2017
Q4 		$324K Buy
11,580
+590
+5% +$14.2K 0.01% 1327
2017
Q3 		$207K Buy
+10,990
New +$180K 0.01% 1543
2016
Q3 		$207K Buy
+10,990
New +$269K 0.01% 1543

Other funds holding ECHO

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
Vanguard Group
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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
JP Morgan Chase
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

Crossmark Global Holdings's ECHO Position: Q4 2020 in Review

Crossmark Global Holdings sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2020, closing a stake of 19,300 shares — an estimated $497K sold.

Crossmark Global Holdings first reported a position in ECHO in Q3 2016 and held it in 14 quarters. The position peaked at $497K in Q3 2020. 149 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

  • Crossmark Global Holdings reported no remaining Echo Global Logistics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Crossmark Global Holdings sold 19,300 Echo Global Logistics, Inc. shares in Q4 2020, an estimated $497K.
  • Crossmark Global Holdings first reported a position in Echo Global Logistics, Inc. in Q3 2016 and held it in 14 quarters.
  • Crossmark Global Holdings's Echo Global Logistics, Inc. position peaked at $497K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2020.

Based on Crossmark Global Holdings's 13F filing for Q4 2020, filed 14 Jan 2021.