LF
ECHO

Lee Financial’s EchoStar ECHO Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-49
Closed -$821 – 915
2023
Q3 		$821 Hold
49
– – ﹤0.01% 781
2023
Q2 		$850 Sell
49
-90
-65% -$1.52K ﹤0.01% 727
2023
Q1 		$2.54K Buy
139
+90
+184% +$1.65K ﹤0.01% 626
2022
Q4 		$817 Sell
49
-56
-53% -$971 ﹤0.01% 781
2022
Q3 		$2K Buy
105
+78
+289% +$1.46K ﹤0.01% 703
2022
Q2 		$1K Sell
27
-47
-64% -$1.06K ﹤0.01% 814
2022
Q1 		$2K Buy
+74
New +$1.82K ﹤0.01% 675

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return
PI
Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's ECHO Position: Q4 2023 in Review

Lee Financial sold out of EchoStar (ECHO) in Q4 2023, closing a stake of 49 shares — an estimated $821 sold.

Lee Financial first reported a position in ECHO in Q1 2022 and held it in 7 quarters. The position peaked at $2.54K in Q1 2023. 174 funds tracked by Wall St. Rank hold ECHO as of Q4 2023.

  • Lee Financial reported no remaining EchoStar position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 49 EchoStar shares in Q4 2023, an estimated $821.
  • Lee Financial first reported a position in EchoStar in Q1 2022 and held it in 7 quarters.
  • Lee Financial's EchoStar position peaked at $2.54K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held EchoStar as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.