Dorsey & Whitney Trust’s EchoStar ECHO Stock Holding History

Dorsey & Whitney Trust’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 Q1	–	Sell	-17,880	Closed	-$298K	–	599
2022 Q4	$298K	Hold	17,880	–	–	0.03%	410
2022 Q3	$294K	Hold	17,880	–	–	0.03%	405
2022 Q2	$345K	Sell	17,880 -6	-0%	-$135	0.04%	365
2022 Q1	$435K	Buy	17,886 +1,930	+12%	+$47.5K	0.04%	333
2021 Q4	$420K	Buy	15,956 +6	+0%	+$158	0.04%	332
2021 Q3	$407K	Buy	15,950 +1,390	+10%	+$34.3K	0.04%	327
2021 Q2	$354K	Hold	14,560	–	–	0.03%	356
2021 Q1	$349K	Buy	+14,560	New	+$348K	0.03%	355

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

QCI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Dorsey & Whitney Trust's ECHO Position: Q1 2023 in Review

Dorsey & Whitney Trust sold out of EchoStar (ECHO) in Q1 2023, closing a stake of 17,880 shares — an estimated $298K sold.

Dorsey & Whitney Trust first reported a position in ECHO in Q1 2021 and held it in 8 quarters. The position peaked at $435K in Q1 2022. 183 funds tracked by Wall St. Rank hold ECHO as of Q1 2023.

Dorsey & Whitney Trust reported no remaining EchoStar position as of Q1 2023 after selling out during the quarter.
Dorsey & Whitney Trust sold 17,880 EchoStar shares in Q1 2023, an estimated $298K.
Dorsey & Whitney Trust first reported a position in EchoStar in Q1 2021 and held it in 8 quarters.
Dorsey & Whitney Trust's EchoStar position peaked at $435K in Q1 2022.
183 funds tracked by Wall St. Rank held EchoStar as of Q1 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2023, filed 11 May 2023.