VitalStone Financial’s EchoStar ECHO Stock Holding History

VitalStone Financial’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	-31	Closed	–	–	577
2023 Q3	$0	Buy	+31	New	+$586	﹤0.01%	605

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

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 $3.37T AUM 44.26% 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

VitalStone Financial's ECHO Position: Q4 2023 in Review

VitalStone Financial sold out of EchoStar (ECHO) in Q4 2023, closing a stake of 31 shares.

VitalStone Financial first reported a position in ECHO in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 174 funds tracked by Wall St. Rank hold ECHO as of Q4 2023.

VitalStone Financial reported no remaining EchoStar position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 31 EchoStar shares in Q4 2023.
VitalStone Financial first reported a position in EchoStar in Q3 2023 and held it in 1 quarter.
VitalStone Financial's EchoStar position peaked at $0 in Q3 2023.
174 funds tracked by Wall St. Rank held EchoStar as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.