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Altium Wealth Management’s Ecolab ECL Stock Holding History

Altium 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
2022
Q2 		– Sell
-1,410
Closed -$249K – 380
2022
Q1 		$249K Sell
1,410
-678
-32% -$127K 0.02% 337
2021
Q4 		$490K Buy
2,088
+189
+10% +$42.7K 0.03% 257
2021
Q3 		$396K Sell
1,899
-60
-3% -$13.2K 0.03% 266
2021
Q2 		$403K Sell
1,959
-248
-11% -$53.9K 0.03% 261
2021
Q1 		$472K Sell
2,207
-440
-17% -$93.6K 0.04% 233
2020
Q4 		$573K Buy
2,647
+181
+7% +$37.8K 0.05% 166
2020
Q3 		$493K Sell
2,466
-82
-3% -$16.4K 0.05% 171
2020
Q2 		$507K Buy
2,548
+116
+5% +$22.5K 0.06% 156
2020
Q1 		$379K Buy
2,432
+378
+18% +$71K 0.05% 170
2019
Q4 		$396K Sell
2,054
-111
-5% -$21.1K 0.05% 189
2019
Q3 		$429K Buy
2,165
+36
+2% +$7.22K 0.06% 174
2019
Q2 		$420K Buy
2,129
+3
+0.1% +$558 0.06% 179
2019
Q1 		$375K Buy
2,126
+148
+7% +$24K 0.06% 192
2018
Q4 		$291K Buy
1,978
+635
+47% +$97K 0.06% 210
2018
Q3 		$211K Buy
+1,343
New +$199K 0.04% 268

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's ECL Position: Q2 2022 in Review

Altium Wealth Management sold out of Ecolab (ECL) in Q2 2022, closing a stake of 1,410 shares — an estimated $249K sold.

Altium Wealth Management first reported a position in ECL in Q3 2018 and held it in 15 quarters. The position peaked at $573K in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • Altium Wealth Management reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 1,410 Ecolab shares in Q2 2022, an estimated $249K.
  • Altium Wealth Management first reported a position in Ecolab in Q3 2018 and held it in 15 quarters.
  • Altium Wealth Management's Ecolab position peaked at $573K in Q4 2020.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.