Disciplined Investments’s EchoStar ECHO Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-9	Closed	-$156	–	1272
2023 Q2	$156	Hold	9	–	–	﹤0.01%	1545
2023 Q1	$165	Hold	9	–	–	﹤0.01%	1520
2022 Q4	$150	Sell	9 -1	-10%	-$17	﹤0.01%	1477
2022 Q3	$0	Buy	10 +3	+43%	+$56	﹤0.01%	1563
2022 Q2	$0	Sell	7 -2	-22%	-$45	﹤0.01%	1577
2022 Q1	$0	Buy	+9	New	+$222	﹤0.01%	1584

Other funds holding ECHO

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's ECHO Position: Q3 2023 in Review

Disciplined Investments sold out of EchoStar (ECHO) in Q3 2023, closing a stake of 9 shares — an estimated $156 sold.

Disciplined Investments first reported a position in ECHO in Q1 2022 and held it in 6 quarters. The position peaked at $165 in Q1 2023. 165 funds tracked by Wall St. Rank hold ECHO as of Q3 2023.

Disciplined Investments reported no remaining EchoStar position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 9 EchoStar shares in Q3 2023, an estimated $156.
Disciplined Investments first reported a position in EchoStar in Q1 2022 and held it in 6 quarters.
Disciplined Investments's EchoStar position peaked at $165 in Q1 2023.
165 funds tracked by Wall St. Rank held EchoStar as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.