Emerald Mutual Fund Advisers Trust’s Echo Global Logistics, Inc. ECHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-466,568
Closed -$22.3M 242
2021
Q3
$22.3M Sell
466,568
-148,530
-24% -$5.13M 0.77% 50
2021
Q2
$18.9M Buy
615,098
+6,800
+1% +$224K 0.62% 64
2021
Q1
$19.1M Buy
608,298
+6,000
+1% +$174K 0.63% 73
2020
Q4
$16.2M Buy
602,298
+14,850
+3% +$418K 0.56% 78
2020
Q3
$15.1M Hold
587,448
0.67% 61
2020
Q2
$12.7M Buy
+587,448
New +$11M 0.6% 62

Emerald Mutual Fund Advisers Trust's ECHO Position: Q4 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2021, closing a stake of 466,568 shares — an estimated $22.3M sold.

Emerald Mutual Fund Advisers Trust first reported a position in ECHO in Q2 2020 and held it in 6 quarters. The position peaked at $22.3M in Q3 2021. 0 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining Echo Global Logistics, Inc. position as of Q4 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 466,568 Echo Global Logistics, Inc. shares in Q4 2021, an estimated $22.3M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Echo Global Logistics, Inc. in Q2 2020 and held it in 6 quarters.
  • Emerald Mutual Fund Advisers Trust's Echo Global Logistics, Inc. position peaked at $22.3M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2021, filed 2 Feb 2022.