SI
ECHO

Stephens Inc’s Echo Global Logistics, Inc. ECHO Stock Holding History

Stephens Inc’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
-3,903
Closed -$120K – 1415
2021
Q2 		$120K Buy
3,903
+352
+10% +$11.6K ﹤0.01% 1251
2021
Q1 		$112K Buy
3,551
+86
+2% +$2.5K ﹤0.01% 1216
2020
Q4 		$93K Buy
3,465
+955
+38% +$26.9K ﹤0.01% 1139
2020
Q3 		$65K Buy
2,510
+185
+8% +$4.75K ﹤0.01% 1119
2020
Q2 		$50K Buy
2,325
+36
+2% +$677 ﹤0.01% 1089
2020
Q1 		$39K Buy
2,289
+411
+22% +$8.01K ﹤0.01% 1041
2019
Q4 		$39K Sell
1,878
-5,823
-76% -$122K ﹤0.01% 1110
2019
Q3 		$174K Buy
7,701
+93
+1% +$1.92K ﹤0.01% 1061
2019
Q2 		$159K Sell
7,608
-739
-9% -$16.4K ﹤0.01% 1099
2019
Q1 		$207K Sell
8,347
-206
-2% -$4.86K ﹤0.01% 1046
2018
Q4 		$174K Buy
8,553
+304
+4% +$7.58K ﹤0.01% 1003
2018
Q3 		$255K Buy
+8,249
New +$269K 0.01% 973
2017
Q3 		– Sell
-9,043
Closed -$180K – 900
2017
Q2 		$180K Sell
9,043
-74
-0.8% -$1.44K 0.01% 793
2017
Q1 		$195K Sell
9,117
-5,724
-39% -$132K 0.01% 773
2016
Q4 		$372K Sell
14,841
-32,296
-69% -$787K 0.02% 560
2016
Q3 		$1.09M Sell
47,137
-1,887
-4% -$46.1K 0.05% 352
2016
Q2 		$1.1M Sell
49,024
-2,013
-4% -$47.5K 0.05% 342
2016
Q1 		$1.39M Buy
51,037
+42,946
+531% +$1.02M 0.07% 283
2015
Q4 		$165K Sell
8,091
-115
-1% -$2.54K 0.01% 665
2015
Q3 		$161K Sell
8,206
-6,256
-43% -$167K 0.01% 667
2015
Q2 		$472K Buy
14,462
+6,509
+82% +$198K 0.02% 513
2015
Q1 		$217K Buy
7,953
+742
+10% +$20.3K 0.01% 694
2014
Q4 		$211K Buy
7,211
+57
+0.8% +$1.52K 0.01% 708
2014
Q3 		$168K Sell
7,154
-7
-0.1% -$162 0.01% 731
2014
Q2 		$137K Sell
7,161
-2
-0% -$37 0.01% 774
2014
Q1 		$131K Sell
7,163
-64,197
-90% -$1.18M 0.01% 726
2013
Q4 		$1.53M Buy
71,360
+14,947
+26% +$300K 0.08% 256
2013
Q3 		$1.18M Buy
56,413
+11,107
+25% +$234K 0.06% 292
2013
Q2 		$883K Buy
+45,306
New +$859K 0.05% 311

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

Stephens Inc's ECHO Position: Q3 2021 in Review

Stephens Inc sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 3,903 shares — an estimated $120K sold.

Stephens Inc first reported a position in ECHO in Q2 2013 and held it in 29 quarters. The position peaked at $1.53M in Q4 2013. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Stephens Inc reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Stephens Inc sold 3,903 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $120K.
  • Stephens Inc first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 29 quarters.
  • Stephens Inc's Echo Global Logistics, Inc. position peaked at $1.53M in Q4 2013.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Stephens Inc's 13F filing for Q3 2021, filed 27 Oct 2021.