Wellington Management Group
ECHO

Wellington Management Group’s Echo Global Logistics, Inc. ECHO Stock Holding History

Wellington Management 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
2021
Q3 		– Sell
-353,731
Closed -$10.9M – 2332
2021
Q2 		$10.9M Sell
353,731
-32,629
-8% -$1.08M ﹤0.01% 1244
2021
Q1 		$12.1M Sell
386,360
-2,874
-0.7% -$83.6K ﹤0.01% 1188
2020
Q4 		$10.4M Buy
389,234
+75,569
+24% +$2.13M ﹤0.01% 1179
2020
Q3 		$8.08M Buy
+313,665
New +$8.05M ﹤0.01% 1159
2019
Q1 		– Sell
-11,064
Closed -$225K – 2155
2018
Q4 		$225K Sell
11,064
-17,180
-61% -$428K ﹤0.01% 1996
2018
Q3 		$874K Buy
28,244
+20,022
+244% +$652K ﹤0.01% 1910
2018
Q2 		$240K Buy
+8,222
New +$235K ﹤0.01% 2170
2016
Q4 		– Sell
-21,230
Closed -$490K – 2299
2016
Q3 		$490K Buy
+21,230
New +$519K ﹤0.01% 1984
2015
Q3 		– Sell
-157,375
Closed -$5.14M – 2272
2015
Q2 		$5.14M Sell
157,375
-15,595
-9% -$473K ﹤0.01% 1396
2015
Q1 		$4.71M Sell
172,970
-3,260
-2% -$89.1K ﹤0.01% 1469
2014
Q4 		$5.14M Buy
176,230
+72,156
+69% +$1.93M ﹤0.01% 1437
2014
Q3 		$2.45M Sell
104,074
-3,496
-3% -$80.9K ﹤0.01% 1628
2014
Q2 		$2.06M Sell
107,570
-37,345
-26% -$685K ﹤0.01% 1672
2014
Q1 		$2.65M Sell
144,915
-39,850
-22% -$732K ﹤0.01% 1629
2013
Q4 		$3.97M Buy
184,765
+163,265
+759% +$3.28M ﹤0.01% 1532
2013
Q3 		$450K Buy
21,500
+2,600
+14% +$54.8K ﹤0.01% 1990
2013
Q2 		$368K Buy
+18,900
New +$358K ﹤0.01% 1990

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

Wellington Management Group's ECHO Position: Q3 2021 in Review

Wellington Management Group sold out of Echo Global Logistics, Inc. (ECHO) in Q3 2021, closing a stake of 353,731 shares — an estimated $10.9M sold.

Wellington Management Group first reported a position in ECHO in Q2 2013 and held it in 17 quarters. The position peaked at $12.1M in Q1 2021. 180 funds tracked by Wall St. Rank hold ECHO as of Q3 2021.

  • Wellington Management Group reported no remaining Echo Global Logistics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Wellington Management Group sold 353,731 Echo Global Logistics, Inc. shares in Q3 2021, an estimated $10.9M.
  • Wellington Management Group first reported a position in Echo Global Logistics, Inc. in Q2 2013 and held it in 17 quarters.
  • Wellington Management Group's Echo Global Logistics, Inc. position peaked at $12.1M in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q3 2021.

Based on Wellington Management Group's 13F filing for Q3 2021, filed 15 Nov 2021.