Mark Sheptoff Financial Planning’s DISH Network Corp. DISH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DISH Stock Details DISH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$5K	–	404
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	305
2022 Q1	$9K	Hold	300	–	–	﹤0.01%	308
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	322
2021 Q3	$13K	Hold	300	–	–	0.01%	285
2021 Q2	$13K	Hold	300	–	–	0.01%	309
2021 Q1	$11K	Hold	300	–	–	0.01%	286
2020 Q4	$10K	Hold	300	–	–	0.01%	271
2020 Q3	$9K	Hold	300	–	–	0.01%	242
2020 Q2	$10K	Hold	300	–	–	0.01%	264
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	268
2019 Q4	$11K	Hold	300	–	–	0.01%	278
2019 Q3	$10K	Hold	300	–	–	0.01%	277
2019 Q2	$12K	Hold	300	–	–	0.01%	258
2019 Q1	$10K	Sell	300 -300	-50%	-$9.19K	0.01%	269
2018 Q4	$15K	Sell	600 -200	-25%	-$6.28K	0.01%	209
2018 Q3	$29K	Hold	800	–	–	0.02%	204
2018 Q2	$27K	Hold	800	–	–	0.02%	206
2018 Q1	$30K	Hold	800	–	–	0.02%	204
2017 Q4	$38K	Hold	800	–	–	0.02%	190
2017 Q3	$43K	Hold	800	–	–	0.03%	183
2017 Q2	$50K	Sell	800 -1	-0.1%	-$63	0.03%	177
2017 Q1	$51K	Buy	801 +1	+0.1%	+$62	0.04%	183
2016 Q4	$46K	Hold	800	–	–	0.03%	183
2016 Q3	$44K	Hold	800	–	–	0.03%	177
2016 Q2	$42K	Hold	800	–	–	0.03%	168
2016 Q1	$37K	Hold	800	–	–	0.03%	172
2015 Q4	$46K	Hold	800	–	–	0.04%	172
2015 Q3	$47K	Hold	800	–	–	0.04%	163
2015 Q2	$54K	Hold	800	–	–	0.04%	167
2015 Q1	$56K	Hold	800	–	–	0.05%	161
2014 Q4	$58K	Hold	800	–	–	0.05%	158
2014 Q3	$52K	Hold	800	–	–	0.05%	170
2014 Q2	$52K	Hold	800	–	–	0.04%	175
2014 Q1	$50K	Buy	+800	New	+$46.6K	0.04%	181

Other funds holding DISH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's DISH Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of DISH Network Corp. (DISH) in Q3 2022, closing a stake of 300 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in DISH in Q1 2014 and held it in 34 quarters. The position peaked at $58K in Q4 2014. 405 funds tracked by Wall St. Rank hold DISH as of Q3 2022.

Mark Sheptoff Financial Planning reported no remaining DISH Network Corp. position as of Q3 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 DISH Network Corp. shares in Q3 2022, an estimated $5K.
Mark Sheptoff Financial Planning first reported a position in DISH Network Corp. in Q1 2014 and held it in 34 quarters.
Mark Sheptoff Financial Planning's DISH Network Corp. position peaked at $58K in Q4 2014.
405 funds tracked by Wall St. Rank held DISH Network Corp. as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.