Sunbelt Securities’s EchoStar ECHO Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-967	Closed	-$16.2K	–	1773
2023 Q3	$16.2K	Hold	967	–	–	﹤0.01%	1056
2023 Q2	$16.8K	Buy	+967	New	+$16.3K	﹤0.01%	1061

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

Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return

Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's ECHO Position: Q4 2023 in Review

Sunbelt Securities sold out of EchoStar (ECHO) in Q4 2023, closing a stake of 967 shares — an estimated $16.2K sold.

Sunbelt Securities first reported a position in ECHO in Q2 2023 and held it in 2 quarters. The position peaked at $16.8K in Q2 2023. 174 funds tracked by Wall St. Rank hold ECHO as of Q4 2023.

Sunbelt Securities reported no remaining EchoStar position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 967 EchoStar shares in Q4 2023, an estimated $16.2K.
Sunbelt Securities first reported a position in EchoStar in Q2 2023 and held it in 2 quarters.
Sunbelt Securities's EchoStar position peaked at $16.8K in Q2 2023.
174 funds tracked by Wall St. Rank held EchoStar as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.