O'Shaughnessy Asset Management’s Echo Global Logistics, Inc. ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-329
| Closed | -$16K | – | 2802 |
|
|
2021
Q3 | $16K | Buy |
329
+248
| +306% | +$8.57K | ﹤0.01% | 2033 |
|
|
2021
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 2358 |
|
|
2021
Q1 | $3K | Sell |
81
-95
| -54% | -$2.76K | ﹤0.01% | 2040 |
|
|
2020
Q4 | $5K | Sell |
176
-15,014
| -99% | -$423K | ﹤0.01% | 1698 |
|
|
2020
Q3 | $392K | Buy |
15,190
+14,837
| +4,203% | +$381K | 0.01% | 502 |
|
|
2020
Q2 | $8K | Sell |
353
-3,665
| -91% | -$68.9K | ﹤0.01% | 1311 |
|
|
2020
Q1 | $69K | Buy |
+4,018
| New | +$78.3K | ﹤0.01% | 719 |
|
|
2015
Q4 | – | Sell |
-9,063
| Closed | -$178K | – | 1040 |
|
|
2015
Q3 | $178K | Sell |
9,063
-15,771
| -64% | -$421K | ﹤0.01% | 508 |
|
|
2015
Q2 | $811K | Sell |
24,834
-14,265
| -36% | -$433K | 0.02% | 328 |
|
|
2015
Q1 | $1.06M | Sell |
39,099
-7,019
| -15% | -$192K | 0.02% | 296 |
|
|
2014
Q4 | $1.34M | Buy |
46,118
+11,699
| +34% | +$313K | 0.03% | 286 |
|
|
2014
Q3 | $808K | Buy |
+34,419
| New | +$797K | 0.01% | 356 |
|
O'Shaughnessy Asset Management's ECHO Position: Q4 2021 in Review
O'Shaughnessy Asset Management sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2021, closing a stake of 329 shares — an estimated $16K sold.
O'Shaughnessy Asset Management first reported a position in ECHO in Q3 2014 and held it in 12 quarters. The position peaked at $1.34M in Q4 2014. 0 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.
- O'Shaughnessy Asset Management reported no remaining Echo Global Logistics, Inc. position as of Q4 2021 after selling out during the quarter.
- O'Shaughnessy Asset Management sold 329 Echo Global Logistics, Inc. shares in Q4 2021, an estimated $16K.
- O'Shaughnessy Asset Management first reported a position in Echo Global Logistics, Inc. in Q3 2014 and held it in 12 quarters.
- O'Shaughnessy Asset Management's Echo Global Logistics, Inc. position peaked at $1.34M in Q4 2014.
- 0 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2021.
Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.