AP
ECL icon

Appleton Partners’s Ecolab ECL Stock Holding History

Appleton Partners’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
-8,529
Closed -$1.41M – 289
2023
Q1 		$1.41M Sell
8,529
-199
-2% -$31K 0.13% 133
2022
Q4 		$1.27M Sell
8,728
-1,363
-14% -$200K 0.12% 137
2022
Q3 		$1.46M Sell
10,091
-684
-6% -$111K 0.15% 125
2022
Q2 		$1.66M Sell
10,775
-839
-7% -$139K 0.16% 119
2022
Q1 		$2.05M Sell
11,614
-18,331
-61% -$3.44M 0.17% 114
2021
Q4 		$7.03M Buy
29,945
+836
+3% +$189K 0.53% 55
2021
Q3 		$6.07M Buy
29,109
+5,576
+24% +$1.22M 0.51% 55
2021
Q2 		$4.85M Buy
23,533
+3,422
+17% +$744K 0.41% 74
2021
Q1 		$4.3M Buy
20,111
+2,199
+12% +$468K 0.4% 72
2020
Q4 		$3.88M Buy
17,912
+941
+6% +$197K 0.38% 72
2020
Q3 		$3.39M Buy
16,971
+2,770
+20% +$554K 0.37% 71
2020
Q2 		$2.83M Buy
14,201
+2,282
+19% +$442K 0.34% 78
2020
Q1 		$1.86M Buy
11,919
+2,036
+21% +$383K 0.26% 91
2019
Q4 		$1.91M Sell
9,883
-315
-3% -$59.8K 0.21% 112
2019
Q3 		$2.02M Sell
10,198
-350
-3% -$70.2K 0.24% 99
2019
Q2 		$2.08M Sell
10,548
-260
-2% -$48.3K 0.26% 95
2019
Q1 		$1.91M Sell
10,808
-136
-1% -$22.1K 0.25% 104
2018
Q4 		$1.61M Buy
10,944
+1
+0% +$153 0.24% 108
2018
Q3 		$1.72M Buy
10,943
+75
+0.7% +$11.1K 0.23% 108
2018
Q2 		$1.52M Sell
10,868
-70
-0.6% -$10.1K 0.22% 109
2018
Q1 		$1.5M Sell
10,938
-1,500
-12% -$202K 0.23% 112
2017
Q4 		$1.67M Sell
12,438
-381
-3% -$50.7K 0.26% 96
2017
Q3 		$1.65M Buy
12,819
+475
+4% +$62.5K 0.28% 92
2017
Q2 		$1.64M Sell
12,344
-69
-0.6% -$8.91K 0.28% 91
2017
Q1 		$1.56M Sell
12,413
-1,719
-12% -$210K 0.29% 93
2016
Q4 		$1.66M Sell
14,132
-1,837
-12% -$215K 0.33% 83
2016
Q3 		$1.94M Sell
15,969
-575
-3% -$69.4K 0.37% 73
2016
Q2 		$1.96M Sell
16,544
-1,526
-8% -$178K 0.4% 69
2016
Q1 		$2.02M Sell
18,070
-7,375
-29% -$784K 0.4% 68
2015
Q4 		$2.91M Buy
25,445
+476
+2% +$56K 0.57% 60
2015
Q3 		$2.74M Buy
24,969
+795
+3% +$89K 0.62% 57
2015
Q2 		$2.73M Sell
24,174
-100
-0.4% -$11.5K 0.61% 52
2015
Q1 		$2.78M Sell
24,274
-29,008
-54% -$3.18M 0.63% 52
2014
Q4 		$5.57M Buy
53,282
+214
+0.4% +$23.4K 1.27% 31
2014
Q3 		$6.09M Sell
53,068
-558
-1% -$62.8K 1.42% 24
2014
Q2 		$5.97M Sell
53,626
-130
-0.2% -$13.9K 1.4% 26
2014
Q1 		$5.8M Buy
53,756
+1,685
+3% +$177K 1.37% 29
2013
Q4 		$5.43M Buy
52,071
+1,479
+3% +$154K 1.3% 35
2013
Q3 		$5M Buy
50,592
+1,215
+2% +$113K 1.34% 33
2013
Q2 		$4.21M Buy
+49,377
New +$4.17M 1.21% 34

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

Appleton Partners's ECL Position: Q2 2023 in Review

Appleton Partners sold out of Ecolab (ECL) in Q2 2023, closing a stake of 8,529 shares — an estimated $1.41M sold.

Appleton Partners first reported a position in ECL in Q2 2013 and held it in 40 quarters. The position peaked at $7.03M in Q4 2021. 1,281 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • Appleton Partners reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
  • Appleton Partners sold 8,529 Ecolab shares in Q2 2023, an estimated $1.41M.
  • Appleton Partners first reported a position in Ecolab in Q2 2013 and held it in 40 quarters.
  • Appleton Partners's Ecolab position peaked at $7.03M in Q4 2021.
  • 1,281 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Appleton Partners's 13F filing for Q2 2023, filed 10 Jul 2023.