Jacobs Levy Equity Management’s EchoStar ECHO Stock Holding History

Jacobs Levy Equity Management’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
2024 Q1	–	Sell	-322,523	Closed	-$5.34M	–	1039
2023 Q4	$5.34M	Buy	+322,523	New	+$4.15M	0.03%	416
2021 Q3	–	Sell	-419,835	Closed	-$10.2M	–	1118
2021 Q2	$10.2M	Sell	419,835 -144,289	-26%	-$3.7M	0.07%	291
2021 Q1	$13.5M	Buy	564,124 +459,042	+437%	+$11M	0.1%	234
2020 Q4	$2.23M	Buy	+105,082	New	+$2.51M	0.02%	558
2019 Q4	–	Sell	-9,100	Closed	-$361K	–	1059
2019 Q3	$361K	Sell	9,100 -2,993	-25%	-$108K	﹤0.01%	759
2019 Q2	$434K	Sell	12,093 -17,326	-59%	-$577K	0.01%	762
2019 Q1	$869K	Buy	+29,419	New	+$927K	0.01%	690
2017 Q1	–	Sell	-15,031	Closed	-$626K	–	989
2016 Q4	$626K	Sell	15,031 -30,924	-67%	-$1.23M	0.01%	640
2016 Q3	$1.63M	Buy	+45,955	New	+$1.46M	0.03%	461
2014 Q2	–	Sell	-35,144	Closed	-$1.35M	–	917
2014 Q1	$1.35M	Sell	35,144 -2,456	-7%	-$97.1K	0.02%	480
2013 Q4	$1.51M	Buy	+37,600	New	+$1.47M	0.02%	484
2013 Q3	–	Sell	-71,078	Closed	-$2.25M	–	1006
2013 Q2	$2.25M	Buy	+71,078	New	+$2.25M	0.04%	404

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1SP

140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Jacobs Levy Equity Management's ECHO Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of EchoStar (ECHO) in Q1 2024, closing a stake of 322,523 shares — an estimated $5.34M sold.

Jacobs Levy Equity Management first reported a position in ECHO in Q2 2013 and held it in 12 quarters. The position peaked at $13.5M in Q1 2021. 268 funds tracked by Wall St. Rank hold ECHO as of Q1 2024.

Jacobs Levy Equity Management reported no remaining EchoStar position as of Q1 2024 after selling out during the quarter.
Jacobs Levy Equity Management sold 322,523 EchoStar shares in Q1 2024, an estimated $5.34M.
Jacobs Levy Equity Management first reported a position in EchoStar in Q2 2013 and held it in 12 quarters.
Jacobs Levy Equity Management's EchoStar position peaked at $13.5M in Q1 2021.
268 funds tracked by Wall St. Rank held EchoStar as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.