AWM
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Accurate Wealth Management’s Ecolab ECL Stock Holding History

Accurate 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
Q4 		– Sell
-844
Closed -$218K – 384
2024
Q3 		$218K Buy
+844
New +$206K 0.04% 350
2023
Q1 		– Sell
-145
Closed -$22.1K – 574
2022
Q4 		$22.1K Buy
+145
New +$21.3K 0.01% 652

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Accurate Wealth Management's ECL Position: Q4 2024 in Review

Accurate Wealth Management sold out of Ecolab (ECL) in Q4 2024, closing a stake of 844 shares — an estimated $218K sold.

Accurate Wealth Management first reported a position in ECL in Q4 2022 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Accurate Wealth Management reported no remaining Ecolab position as of Q4 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 844 Ecolab shares in Q4 2024, an estimated $218K.
  • Accurate Wealth Management first reported a position in Ecolab in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Ecolab position peaked at $218K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Accurate Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.