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Atlas Private Wealth Management’s Ecolab ECL Stock Holding History

Atlas Private 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
Q2 		– Sell
-6,316
Closed -$1.05M – 120
2023
Q1 		$1.05M Sell
6,316
-97
-2% -$15.1K 0.63% 54
2022
Q4 		$934K Buy
6,413
+251
+4% +$36.9K 0.43% 56
2022
Q3 		$890K Buy
6,162
+317
+5% +$51.4K 0.64% 50
2022
Q2 		$899K Buy
5,845
+279
+5% +$46.3K 0.61% 52
2022
Q1 		$983K Buy
5,566
+180
+3% +$33.8K 0.57% 58
2021
Q4 		$1.26M Buy
5,386
+93
+2% +$21K 0.7% 45
2021
Q3 		$1.1M Sell
5,293
-149
-3% -$32.7K 0.67% 49
2021
Q2 		$1.12M Buy
5,442
+519
+11% +$113K 0.69% 46
2021
Q1 		$1.05M Buy
4,923
+477
+11% +$101K 0.67% 42
2020
Q4 		$962K Buy
4,446
+18
+0.4% +$3.76K 0.69% 45
2020
Q3 		$885K Buy
4,428
+36
+0.8% +$7.19K 0.69% 45
2020
Q2 		$874K Buy
4,392
+39
+0.9% +$7.55K 0.7% 39
2020
Q1 		$678K Buy
4,353
+1,709
+65% +$321K 0.63% 46
2019
Q4 		$510K Buy
+2,644
New +$502K 0.39% 77

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

Atlas Private Wealth Management's ECL Position: Q2 2023 in Review

Atlas Private Wealth Management sold out of Ecolab (ECL) in Q2 2023, closing a stake of 6,316 shares — an estimated $1.05M sold.

Atlas Private Wealth Management first reported a position in ECL in Q4 2019 and held it in 14 quarters. The position peaked at $1.26M in Q4 2021. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • Atlas Private Wealth Management reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
  • Atlas Private Wealth Management sold 6,316 Ecolab shares in Q2 2023, an estimated $1.05M.
  • Atlas Private Wealth Management first reported a position in Ecolab in Q4 2019 and held it in 14 quarters.
  • Atlas Private Wealth Management's Ecolab position peaked at $1.26M in Q4 2021.
  • 1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Atlas Private Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.