Epoch Investment Partners’s EchoStar ECHO Stock Holding History

Epoch Investment Partners’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	-635,622	Closed	-$11M	–	445
2023 Q2	$11M	Buy	635,622 +3,162	+0.5%	+$53.3K	0.06%	265
2023 Q1	$11.6M	Sell	632,460 -653	-0.1%	-$12K	0.07%	262
2022 Q4	$10.6M	Sell	633,113 -542,696	-46%	-$9.41M	0.06%	267
2022 Q3	$19.4M	Sell	1,175,809 -16,992	-1%	-$318K	0.13%	195
2022 Q2	$23M	Sell	1,192,801 -326,270	-21%	-$7.37M	0.13%	194
2022 Q1	$37M	Buy	1,519,071 +186,561	+14%	+$4.6M	0.18%	160
2021 Q4	$35.1M	Buy	1,332,510 +866,461	+186%	+$22.9M	0.18%	164
2021 Q3	$11.9M	Buy	+466,049	New	+$11.5M	0.07%	246

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

Epoch Investment Partners's ECHO Position: Q3 2023 in Review

Epoch Investment Partners sold out of EchoStar (ECHO) in Q3 2023, closing a stake of 635,622 shares — an estimated $11M sold.

Epoch Investment Partners first reported a position in ECHO in Q3 2021 and held it in 8 quarters. The position peaked at $37M in Q1 2022. 165 funds tracked by Wall St. Rank hold ECHO as of Q3 2023.

Epoch Investment Partners reported no remaining EchoStar position as of Q3 2023 after selling out during the quarter.
Epoch Investment Partners sold 635,622 EchoStar shares in Q3 2023, an estimated $11M.
Epoch Investment Partners first reported a position in EchoStar in Q3 2021 and held it in 8 quarters.
Epoch Investment Partners's EchoStar position peaked at $37M in Q1 2022.
165 funds tracked by Wall St. Rank held EchoStar as of Q3 2023.

Based on Epoch Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.