Tacita Capital’s EchoStar ECHO Stock Holding History

Tacita Capital’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 Q1	–	Sell	-150	Closed	-$3K	–	194
2022 Q4	$3K	Hold	150	–	–	﹤0.01%	190
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	191
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	194
2022 Q1	$4K	Buy	+150	New	+$3.7K	﹤0.01%	198

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Tacita Capital's ECHO Position: Q1 2023 in Review

Tacita Capital sold out of EchoStar (ECHO) in Q1 2023, closing a stake of 150 shares — an estimated $3K sold.

Tacita Capital first reported a position in ECHO in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 183 funds tracked by Wall St. Rank hold ECHO as of Q1 2023.

Tacita Capital reported no remaining EchoStar position as of Q1 2023 after selling out during the quarter.
Tacita Capital sold 150 EchoStar shares in Q1 2023, an estimated $3K.
Tacita Capital first reported a position in EchoStar in Q1 2022 and held it in 4 quarters.
Tacita Capital's EchoStar position peaked at $4K in Q1 2022.
183 funds tracked by Wall St. Rank held EchoStar as of Q1 2023.

Based on Tacita Capital's 13F filing for Q1 2023, filed 11 May 2023.