Ergoteles’s EchoStar ECHO Stock Holding History

Ergoteles’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	-16,690	Closed	-$278K	–	1701
2022 Q4	$278K	Sell	16,690 -1,375	-8%	-$23.8K	0.01%	941
2022 Q3	$298K	Buy	+18,065	New	+$338K	0.01%	983
2022 Q1	–	Sell	-15,925	Closed	-$420K	–	1591
2021 Q4	$420K	Buy	+15,925	New	+$421K	0.02%	714
2021 Q2	–	Sell	-10,951	Closed	-$263K	–	1666
2021 Q1	$263K	Buy	+10,951	New	+$262K	0.01%	587

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Ergoteles's ECHO Position: Q1 2023 in Review

Ergoteles sold out of EchoStar (ECHO) in Q1 2023, closing a stake of 16,690 shares — an estimated $278K sold.

Ergoteles first reported a position in ECHO in Q1 2021 and held it in 4 quarters. The position peaked at $420K in Q4 2021. 183 funds tracked by Wall St. Rank hold ECHO as of Q1 2023.

Ergoteles reported no remaining EchoStar position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 16,690 EchoStar shares in Q1 2023, an estimated $278K.
Ergoteles first reported a position in EchoStar in Q1 2021 and held it in 4 quarters.
Ergoteles's EchoStar position peaked at $420K in Q4 2021.
183 funds tracked by Wall St. Rank held EchoStar as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.