Ziegler Capital Management’s EchoStar ECHO Stock Holding History

Ziegler Capital Management’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 Q3	–	Sell	-38,921	Closed	-$675K	–	409
2023 Q2	$675K	Sell	38,921 -9,166	-19%	-$154K	0.03%	323
2023 Q1	$880K	Buy	48,087 +7,810	+19%	+$143K	0.03%	309
2022 Q4	$672K	Sell	40,277 -13,393	-25%	-$232K	0.03%	330
2022 Q3	$884K	Buy	53,670 +3,718	+7%	+$69.5K	0.04%	313
2022 Q2	$964K	Buy	49,952 +1,403	+3%	+$31.7K	0.04%	310
2022 Q1	$1.18M	Sell	48,549 -4,800	-9%	-$118K	0.05%	279
2021 Q4	$1.41M	Sell	53,349 -17,238	-24%	-$455K	0.05%	274
2021 Q3	$1.8M	Buy	70,587 +2,169	+3%	+$53.5K	0.07%	253
2021 Q2	$1.66M	Buy	+68,418	New	+$1.76M	0.06%	274

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

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

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ziegler Capital Management's ECHO Position: Q3 2023 in Review

Ziegler Capital Management sold out of EchoStar (ECHO) in Q3 2023, closing a stake of 38,921 shares — an estimated $675K sold.

Ziegler Capital Management first reported a position in ECHO in Q2 2021 and held it in 9 quarters. The position peaked at $1.8M in Q3 2021. 165 funds tracked by Wall St. Rank hold ECHO as of Q3 2023.

Ziegler Capital Management reported no remaining EchoStar position as of Q3 2023 after selling out during the quarter.
Ziegler Capital Management sold 38,921 EchoStar shares in Q3 2023, an estimated $675K.
Ziegler Capital Management first reported a position in EchoStar in Q2 2021 and held it in 9 quarters.
Ziegler Capital Management's EchoStar position peaked at $1.8M in Q3 2021.
165 funds tracked by Wall St. Rank held EchoStar as of Q3 2023.

Based on Ziegler Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.