Jacobs Levy Equity Management
ECHO

Jacobs Levy Equity Management’s Echo Global Logistics, Inc. 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
2021
Q3 		– Sell
-296,941
Closed -$9.13M – 1172
2021
Q2 		$9.13M Buy
296,941
+30,038
+11% +$991K 0.06% 318
2021
Q1 		$8.38M Buy
266,903
+612
+0.2% +$17.8K 0.06% 321
2020
Q4 		$7.14M Sell
266,291
-67,457
-20% -$1.9M 0.06% 329
2020
Q3 		$8.6M Sell
333,748
-29,148
-8% -$748K 0.09% 238
2020
Q2 		$7.85M Buy
362,896
+3,082
+0.9% +$57.9K 0.09% 262
2020
Q1 		$6.15M Buy
359,814
+18,423
+5% +$359K 0.08% 254
2019
Q4 		$7.07M Buy
341,391
+50,294
+17% +$1.05M 0.07% 316
2019
Q3 		$6.59M Buy
291,097
+75,703
+35% +$1.56M 0.08% 288
2019
Q2 		$4.5M Sell
215,394
-4,061
-2% -$90.1K 0.06% 366
2019
Q1 		$5.44M Buy
219,455
+35,680
+19% +$842K 0.08% 317
2018
Q4 		$3.74M Buy
183,775
+21,303
+13% +$531K 0.07% 324
2018
Q3 		$5.03M Sell
162,472
-136,887
-46% -$4.46M 0.07% 321
2018
Q2 		$8.76M Buy
299,359
+130,414
+77% +$3.73M 0.14% 193
2018
Q1 		$4.66M Buy
+168,945
New +$4.74M 0.08% 291
2015
Q3 		– Sell
-8,450
Closed -$276K – 881
2015
Q2 		$276K Hold
8,450
– – 0.01% 677
2015
Q1 		$230K Sell
8,450
-700
-8% -$19.1K ﹤0.01% 681
2014
Q4 		$267K Sell
9,150
-13,103
-59% -$350K ﹤0.01% 703
2014
Q3 		$524K Sell
22,253
-87,451
-80% -$2.02M 0.01% 601
2014
Q2 		$2.1M Buy
+109,704
New +$2.01M 0.03% 394
2014
Q1 		– Sell
-12,500
Closed -$269K – 1042
2013
Q4 		$269K Sell
12,500
-28,900
-70% -$581K ﹤0.01% 828
2013
Q3 		$867K Sell
41,400
-3,700
-8% -$78K 0.01% 565
2013
Q2 		$879K Buy
+45,100
New +$855K 0.02% 598

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

Jacobs Levy Equity Management's ECHO Position: Q3 2021 in Review

Jacobs Levy Equity Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 296,941 shares — an estimated $9.13M sold.

Jacobs Levy Equity Management first reported a position in ECHO in Q2 2013 and held it in 22 quarters. The position peaked at $9.13M in Q2 2021. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Jacobs Levy Equity Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 296,941 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $9.13M.
  • Jacobs Levy Equity Management first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 22 quarters.
  • Jacobs Levy Equity Management's Echo Global Logistics, Inc. position peaked at $9.13M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2021, filed 15 Nov 2021.