Old North State Trust’s EchoStar ECHO Stock Holding History

Old North State Trust’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 Q2	–	Sell	-50	Closed	-$1K	–	360
2023 Q1	$1K	Hold	50	–	–	﹤0.01%	444
2022 Q4	$1K	Buy	+50	New	+$867	﹤0.01%	439

Other funds holding ECHO

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Old North State Trust's ECHO Position: Q2 2023 in Review

Old North State Trust sold out of EchoStar (ECHO) in Q2 2023, closing a stake of 50 shares — an estimated $1K sold.

Old North State Trust first reported a position in ECHO in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 162 funds tracked by Wall St. Rank hold ECHO as of Q2 2023.

Old North State Trust reported no remaining EchoStar position as of Q2 2023 after selling out during the quarter.
Old North State Trust sold 50 EchoStar shares in Q2 2023, an estimated $1K.
Old North State Trust first reported a position in EchoStar in Q4 2022 and held it in 2 quarters.
Old North State Trust's EchoStar position peaked at $1K in Q1 2023.
162 funds tracked by Wall St. Rank held EchoStar as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.