1776 Wealth’s Ecolab ECL Stock Holding History

1776 Wealth’s Portfolio ECL Stock Details ECL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-529	Closed	-$105K	–	164
2020 Q2	$105K	Sell	529 -406	-43%	-$78.6K	0.07%	138
2020 Q1	$157K	Buy	935 +629	+206%	+$118K	0.07%	155
2019 Q4	$59K	Buy	+306	New	+$58.1K	0.05%	173

Other funds holding ECL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1776 Wealth's ECL Position: Q3 2020 in Review

1776 Wealth sold out of Ecolab (ECL) in Q3 2020, closing a stake of 529 shares — an estimated $105K sold.

1776 Wealth first reported a position in ECL in Q4 2019 and held it in 3 quarters. The position peaked at $157K in Q1 2020. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

1776 Wealth reported no remaining Ecolab position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 529 Ecolab shares in Q3 2020, an estimated $105K.
1776 Wealth first reported a position in Ecolab in Q4 2019 and held it in 3 quarters.
1776 Wealth's Ecolab position peaked at $157K in Q1 2020.
1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.