IP
ECHO

Isthmus Partners’s Echo Global Logistics, Inc. ECHO Stock Holding History

Isthmus 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
2020
Q1 		– Sell
-20,552
Closed -$425K – 150
2019
Q4 		$425K Sell
20,552
-27,627
-57% -$577K 0.1% 117
2019
Q3 		$1.09M Buy
48,179
+2,807
+6% +$58K 0.26% 85
2019
Q2 		$947K Sell
45,372
-73,707
-62% -$1.64M 0.23% 93
2019
Q1 		$8.15M Buy
119,079
+76,899
+182% +$1.81M 1.99% 12
2018
Q4 		$858K Buy
42,180
+4,959
+13% +$124K 0.26% 88
2018
Q3 		$1.15M Sell
37,221
-386
-1% -$12.6K 0.29% 59
2018
Q2 		$1.1M Buy
37,607
+8
+0% +$229 0.29% 66
2018
Q1 		$1.04M Buy
37,599
+320
+0.9% +$8.98K 0.28% 63
2017
Q4 		$1.04M Sell
37,279
-408
-1% -$9.79K 0.28% 60
2017
Q3 		$710K Buy
37,687
+1,254
+3% +$20.5K 0.2% 97
2017
Q2 		$725K Buy
36,433
+9,046
+33% +$176K 0.21% 95
2017
Q1 		$585K Buy
27,387
+1,869
+7% +$43K 0.17% 99
2016
Q4 		$639K Buy
25,518
+43
+0.2% +$1.05K 0.19% 98
2016
Q3 		$585K Buy
25,475
+585
+2% +$14.3K 0.19% 96
2016
Q2 		$558K Sell
24,890
-176
-0.7% -$4.16K 0.18% 91
2016
Q1 		$681K Sell
25,066
-69
-0.3% -$1.65K 0.23% 74
2015
Q4 		$513K Buy
25,135
+1,492
+6% +$32.9K 0.18% 102
2015
Q3 		$463K Buy
23,643
+106
+0.5% +$2.83K 0.17% 95
2015
Q2 		$769K Buy
23,537
+383
+2% +$11.6K 0.25% 58
2015
Q1 		$631K Buy
23,154
+527
+2% +$14.4K 0.21% 68
2014
Q4 		$661K Buy
+22,627
New +$605K 0.23% 62

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Isthmus Partners's ECHO Position: Q1 2020 in Review

Isthmus Partners sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2020, closing a stake of 20,552 shares — an estimated $425K sold.

Isthmus Partners first reported a position in ECHO in Q4 2014 and held it in 21 quarters. The position peaked at $8.15M in Q1 2019. 143 funds tracked by Wall St. Rank hold ECHO as of Q1 2020.

  • Isthmus Partners reported no remaining Echo Global Logistics, Inc. position as of Q1 2020 after selling out during the quarter.
  • Isthmus Partners sold 20,552 Echo Global Logistics, Inc. shares in Q1 2020, an estimated $425K.
  • Isthmus Partners first reported a position in Echo Global Logistics, Inc. in Q4 2014 and held it in 21 quarters.
  • Isthmus Partners's Echo Global Logistics, Inc. position peaked at $8.15M in Q1 2019.
  • 143 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2020.

Based on Isthmus Partners's 13F filing for Q1 2020, filed 15 May 2020.