RIG
ECHO

Roosevelt Investment Group’s EchoStar ECHO Stock Holding History

Roosevelt Investment Group’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
2020
Q4 		– Sell
-9,049
Closed -$225K – 226
2020
Q3 		$225K Sell
9,049
-1,258
-12% -$35.1K 0.02% 198
2020
Q2 		$288K Hold
10,307
– – 0.03% 139
2020
Q1 		$330K Sell
10,307
-285
-3% -$10.7K 0.04% 109
2019
Q4 		$459K Hold
10,592
– – 0.05% 110
2019
Q3 		$420K Sell
10,592
-2,479
-19% -$89.6K 0.05% 110
2019
Q2 		$469K Hold
13,071
– – 0.05% 108
2019
Q1 		$386K Hold
13,071
– – 0.05% 112
2018
Q4 		$389K Buy
+13,071
New +$431K 0.04% 150

Other funds holding ECHO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Roosevelt Investment Group's ECHO Position: Q4 2020 in Review

Roosevelt Investment Group sold out of EchoStar (ECHO) in Q4 2020, closing a stake of 9,049 shares — an estimated $225K sold.

Roosevelt Investment Group first reported a position in ECHO in Q4 2018 and held it in 8 quarters. The position peaked at $469K in Q2 2019. 201 funds tracked by Wall St. Rank hold ECHO as of Q4 2020.

  • Roosevelt Investment Group reported no remaining EchoStar position as of Q4 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 9,049 EchoStar shares in Q4 2020, an estimated $225K.
  • Roosevelt Investment Group first reported a position in EchoStar in Q4 2018 and held it in 8 quarters.
  • Roosevelt Investment Group's EchoStar position peaked at $469K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held EchoStar as of Q4 2020.

Based on Roosevelt Investment Group's 13F filing for Q4 2020, filed 12 Feb 2021.