MDSL
ECHO

M.D. Sass LLC’s EchoStar ECHO Stock Holding History

M.D. Sass LLC’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
2019
Q1 		– Sell
-120,562
Closed -$3.59M – 58
2018
Q4 		$3.59M Sell
120,562
-9,131
-7% -$301K 0.61% 32
2018
Q3 		$4.87M Sell
129,693
-2,962
-2% -$113K 0.64% 29
2018
Q2 		$4.77M Sell
132,655
-67,870
-34% -$2.77M 0.6% 31
2018
Q1 		$8.57M Sell
200,525
-75,274
-27% -$3.58M 1% 31
2017
Q4 		$13.4M Hold
275,799
– – 1.2% 31
2017
Q3 		$12.8M Buy
275,799
+44,424
+19% +$2.12M 1.07% 34
2017
Q2 		$11.4M Hold
231,375
– – 0.74% 33
2017
Q1 		$10.7M Buy
+231,375
New +$10.1M 0.56% 32

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

M.D. Sass LLC's ECHO Position: Q1 2019 in Review

M.D. Sass LLC sold out of EchoStar (ECHO) in Q1 2019, closing a stake of 120,562 shares — an estimated $3.59M sold.

M.D. Sass LLC first reported a position in ECHO in Q1 2017 and held it in 8 quarters. The position peaked at $13.4M in Q4 2017. 187 funds tracked by Wall St. Rank hold ECHO as of Q1 2019.

  • M.D. Sass LLC reported no remaining EchoStar position as of Q1 2019 after selling out during the quarter.
  • M.D. Sass LLC sold 120,562 EchoStar shares in Q1 2019, an estimated $3.59M.
  • M.D. Sass LLC first reported a position in EchoStar in Q1 2017 and held it in 8 quarters.
  • M.D. Sass LLC's EchoStar position peaked at $13.4M in Q4 2017.
  • 187 funds tracked by Wall St. Rank held EchoStar as of Q1 2019.

Based on M.D. Sass LLC's 13F filing for Q1 2019, filed 15 May 2019.