KCM
ECHO

Kennedy Capital Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Kennedy Capital 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
Q1 		– Sell
-275,369
Closed -$7.38M – 728
2020
Q4 		$7.38M Sell
275,369
-4,776
-2% -$134K 0.17% 225
2020
Q3 		$7.22M Sell
280,145
-5,744
-2% -$147K 0.21% 163
2020
Q2 		$6.18M Buy
285,889
+38,464
+16% +$723K 0.18% 196
2020
Q1 		$4.23M Buy
247,425
+74,952
+43% +$1.46M 0.16% 236
2019
Q4 		$3.57M Buy
+172,473
New +$3.6M 0.09% 426
2018
Q3 		– Sell
-246,224
Closed -$7.2M – 782
2018
Q2 		$7.2M Sell
246,224
-24,041
-9% -$687K 0.13% 275
2018
Q1 		$7.46M Sell
270,265
-24,636
-8% -$692K 0.15% 248
2017
Q4 		$8.26M Buy
294,901
+79,082
+37% +$1.9M 0.15% 217
2017
Q3 		$4.07M Buy
+215,819
New +$3.53M 0.07% 480
2017
Q2 		– Sell
-31,904
Closed -$681K – 771
2017
Q1 		$681K Sell
31,904
-412,679
-93% -$9.49M 0.01% 684
2016
Q4 		$11.1M Buy
444,583
+7,168
+2% +$175K 0.19% 160
2016
Q3 		$10.1M Buy
437,415
+55,516
+15% +$1.36M 0.19% 168
2016
Q2 		$8.56M Buy
381,899
+35,347
+10% +$835K 0.17% 203
2016
Q1 		$9.41M Sell
346,552
-120,817
-26% -$2.88M 0.19% 168
2015
Q4 		$9.53M Sell
467,369
-4,734
-1% -$104K 0.19% 168
2015
Q3 		$9.25M Buy
472,103
+69,749
+17% +$1.86M 0.19% 173
2015
Q2 		$13.1M Buy
402,354
+35,596
+10% +$1.08M 0.24% 111
2015
Q1 		$10M Buy
366,758
+60,992
+20% +$1.67M 0.18% 195
2014
Q4 		$8.93M Sell
305,766
-9,029
-3% -$241K 0.16% 222
2014
Q3 		$7.41M Sell
314,795
-85,517
-21% -$1.98M 0.15% 262
2014
Q2 		$7.67M Buy
400,312
+53,180
+15% +$975K 0.14% 270
2014
Q1 		$6.36M Sell
347,132
-100,193
-22% -$1.84M 0.12% 321
2013
Q4 		$9.61M Buy
+447,325
New +$8.99M 0.18% 211

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Kennedy Capital Management's ECHO Position: Q1 2021 in Review

Kennedy Capital Management sold out of Echo Global Logistics, Inc. (ECHO) in Q1 2021, closing a stake of 275,369 shares — an estimated $7.38M sold.

Kennedy Capital Management first reported a position in ECHO in Q4 2013 and held it in 23 quarters. The position peaked at $13.1M in Q2 2015. 161 funds tracked by Wall St. Rank hold ECHO as of Q1 2021.

  • Kennedy Capital Management reported no remaining Echo Global Logistics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 275,369 Echo Global Logistics, Inc. shares in Q1 2021, an estimated $7.38M.
  • Kennedy Capital Management first reported a position in Echo Global Logistics, Inc. in Q4 2013 and held it in 23 quarters.
  • Kennedy Capital Management's Echo Global Logistics, Inc. position peaked at $13.1M in Q2 2015.
  • 161 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q1 2021.

Based on Kennedy Capital Management's 13F filing for Q1 2021, filed 14 May 2021.