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Annapolis Financial Services’s Ecolab ECL Stock Holding History

Annapolis Financial Services’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
-48
Closed -$8.13K – 473
2023
Q3 		$8.13K Sell
48
-152
-76% -$27.6K ﹤0.01% 362
2023
Q2 		$37.3K Buy
+200
New +$34.4K 0.01% 207
2022
Q4 		– Sell
-58
Closed -$8K – 465
2022
Q3 		$8K Buy
+58
New +$9.41K ﹤0.01% 351
2021
Q3 		– Sell
-15
Closed -$3K – 447
2021
Q2 		$3K Buy
+15
New +$3.26K ﹤0.01% 355

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

Annapolis Financial Services's ECL Position: Q4 2023 in Review

Annapolis Financial Services sold out of Ecolab (ECL) in Q4 2023, closing a stake of 48 shares — an estimated $8.13K sold.

Annapolis Financial Services first reported a position in ECL in Q2 2021 and held it in 4 quarters. The position peaked at $37.3K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • Annapolis Financial Services reported no remaining Ecolab position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 48 Ecolab shares in Q4 2023, an estimated $8.13K.
  • Annapolis Financial Services first reported a position in Ecolab in Q2 2021 and held it in 4 quarters.
  • Annapolis Financial Services's Ecolab position peaked at $37.3K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.