JG
ECHO

Joel Greenblatt’s Echo Global Logistics, Inc. ECHO Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-19,836
Closed -$532K – 1137
2020
Q4 		$532K Sell
19,836
-3,621
-15% -$102K 0.02% 694
2020
Q3 		$604K Sell
23,457
-6,243
-21% -$160K 0.02% 685
2020
Q2 		$642K Sell
29,700
-29,286
-50% -$550K 0.02% 689
2020
Q1 		$1.01M Sell
58,986
-26,655
-31% -$519K 0.03% 549
2019
Q4 		$1.77M Sell
85,641
-35,299
-29% -$737K 0.03% 495
2019
Q3 		$2.74M Buy
120,940
+8,993
+8% +$186K 0.05% 399
2019
Q2 		$2.34M Sell
111,947
-1,692
-1% -$37.5K 0.04% 466
2019
Q1 		$2.82M Buy
113,639
+47,241
+71% +$1.11M 0.04% 442
2018
Q4 		$1.35M Buy
66,398
+42,808
+181% +$1.07M 0.02% 575
2018
Q3 		$730K Buy
23,590
+8,152
+53% +$265K 0.01% 670
2018
Q2 		$452K Sell
15,438
-20,513
-57% -$586K 0.01% 714
2018
Q1 		$992K Buy
+35,951
New +$1.01M 0.01% 609
2014
Q3 		– Sell
-40,569
Closed -$778K – 1092
2014
Q2 		$778K Sell
40,569
-18,320
-31% -$336K 0.01% 699
2014
Q1 		$1.08M Sell
58,889
-2,841
-5% -$52.2K 0.02% 637
2013
Q4 		$1.33M Buy
61,730
+21,688
+54% +$436K 0.03% 577
2013
Q3 		$838K Sell
40,042
-4,049
-9% -$85.4K 0.03% 610
2013
Q2 		$859K Buy
+44,091
New +$836K 0.04% 566

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Joel Greenblatt's ECHO Position: Q1 2021 in Review

Joel Greenblatt sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2021, closing a stake of 19,836 shares — an estimated $532K sold.

Joel Greenblatt first reported a position in ECHO in Q2 2013 and held it in 17 quarters. The position peaked at $2.82M in Q1 2019. 161 funds tracked by Wall St. Rank hold ECHO as of Q1 2021.

  • Joel Greenblatt reported no remaining Echo Global Logistics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Joel Greenblatt sold 19,836 Echo Global Logistics, Inc. shares in Q1 2021, an estimated $532K.
  • Joel Greenblatt first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 17 quarters.
  • Joel Greenblatt's Echo Global Logistics, Inc. position peaked at $2.82M in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2021.

Based on Gotham Asset Management's 13F filing for Q1 2021, filed 17 May 2021.