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Accel Wealth Management’s Ecolab ECL Stock Holding History

Accel 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
2023
Q2 		– Sell
-20
Closed -$3.33K – 358
2023
Q1 		$3.33K Hold
20
– – ﹤0.01% 1048
2022
Q4 		$2.92K Hold
20
– – ﹤0.01% 868
2022
Q3 		$3K Hold
20
– – ﹤0.01% 890
2022
Q2 		$3K Buy
+20
New +$3.32K ﹤0.01% 851

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accel Wealth Management's ECL Position: Q2 2023 in Review

Accel Wealth Management sold out of Ecolab (ECL) in Q2 2023, closing a stake of 20 shares — an estimated $3.33K sold.

Accel Wealth Management first reported a position in ECL in Q2 2022 and held it in 4 quarters. The position peaked at $3.33K in Q1 2023. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • Accel Wealth Management reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 20 Ecolab shares in Q2 2023, an estimated $3.33K.
  • Accel Wealth Management first reported a position in Ecolab in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Ecolab position peaked at $3.33K in Q1 2023.
  • 1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.