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AMJ Financial Wealth Management’s Ecolab ECL Stock Holding History

AMJ Financial 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
Q4 		– Sell
-29,719
Closed -$5.03M – 74
2023
Q3 		$5.03M Buy
29,719
+2,081
+8% +$378K 2.32% 23
2023
Q2 		$5.16M Buy
+27,638
New +$4.76M 2.27% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AMJ Financial Wealth Management's ECL Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of Ecolab (ECL) in Q4 2023, closing a stake of 29,719 shares — an estimated $5.03M sold.

AMJ Financial Wealth Management first reported a position in ECL in Q2 2023 and held it in 2 quarters. The position peaked at $5.16M in Q2 2023. 1,360 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • AMJ Financial Wealth Management reported no remaining Ecolab position as of Q4 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 29,719 Ecolab shares in Q4 2023, an estimated $5.03M.
  • AMJ Financial Wealth Management first reported a position in Ecolab in Q2 2023 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Ecolab position peaked at $5.16M in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.