MPM
ECHO

Meritage Portfolio Management’s Echo Global Logistics, Inc. ECHO Stock Holding History

Meritage Portfolio 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
Q3 		– Sell
-8,596
Closed -$264K – 353
2021
Q2 		$264K Buy
+8,596
New +$284K 0.02% 266

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Meritage Portfolio Management's ECHO Position: Q3 2021 in Review

Meritage Portfolio Management sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 8,596 shares — an estimated $264K sold.

Meritage Portfolio Management first reported a position in ECHO in Q2 2021 and held it in 1 quarter. The position peaked at $264K in Q2 2021. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Meritage Portfolio Management reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 8,596 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $264K.
  • Meritage Portfolio Management first reported a position in Echo Global Logistics, Inc. in Q2 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's Echo Global Logistics, Inc. position peaked at $264K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Meritage Portfolio Management's 13F filing for Q3 2021, filed 26 Oct 2021.