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9258 Wealth Management’s Ecolab ECL Stock Holding History

9258 Wealth Management’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
2024
Q3 		$212K Buy
+831
New +$203K 0.03% 336

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

9258 Wealth Management's ECL Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Ecolab (ECL) in Q3 2024: 831 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings.

1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • 9258 Wealth Management held 831 shares of Ecolab worth $212K as of Q3 2024.
  • Ecolab was a new 9258 Wealth Management position in Q3 2024.
  • Ecolab made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #336 holding.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.