RIM
ECHO

Rockbridge Investment Management’s EchoStar ECHO Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-1
Closed -$26 – 774
2022
Q1 		$26 Hold
1
– – ﹤0.01% 798
2021
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 821

Other funds holding ECHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's ECHO Position: Q2 2022 in Review

Rockbridge Investment Management sold out of EchoStar (ECHO) in Q2 2022, closing a stake of 1 share — an estimated $26 sold.

Rockbridge Investment Management first reported a position in ECHO in Q4 2021 and held it in 2 quarters. The position peaked at $26 in Q1 2022. 195 funds tracked by Wall St. Rank hold ECHO as of Q2 2022.

  • Rockbridge Investment Management reported no remaining EchoStar position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 1 EchoStar share in Q2 2022, an estimated $26.
  • Rockbridge Investment Management first reported a position in EchoStar in Q4 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's EchoStar position peaked at $26 in Q1 2022.
  • 195 funds tracked by Wall St. Rank held EchoStar as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.