HIS
ECHO

Harvest Investment Services’s Echo Global Logistics, Inc. ECHO Stock Holding History

Harvest Investment Services’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
2021
Q3 		– Sell
-28,465
Closed -$875K – 341
2021
Q2 		$875K Buy
28,465
+6,926
+32% +$228K 0.37% 78
2021
Q1 		$676K Buy
21,539
+773
+4% +$22.5K 0.3% 100
2020
Q4 		$556K Buy
20,766
+7,769
+60% +$219K 0.29% 94
2020
Q3 		$334K Buy
+12,997
New +$334K 0.19% 128

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Harvest Investment Services's ECHO Position: Q3 2021 in Review

Harvest Investment Services sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 28,465 shares — an estimated $875K sold.

Harvest Investment Services first reported a position in ECHO in Q3 2020 and held it in 4 quarters. The position peaked at $875K in Q2 2021. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Harvest Investment Services reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 28,465 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $875K.
  • Harvest Investment Services first reported a position in Echo Global Logistics, Inc. in Q3 2020 and held it in 4 quarters.
  • Harvest Investment Services's Echo Global Logistics, Inc. position peaked at $875K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.