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Avitas Wealth Management’s Ecolab ECL Stock Holding History

Avitas 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
2024
Q4 		$501K Sell
2,139
-61
-3% -$15.2K 0.07% 155
2024
Q3 		$562K Sell
2,200
-172
-7% -$42.1K 0.08% 153
2024
Q2 		$565K Sell
2,372
-133
-5% -$30.7K 0.08% 159
2024
Q1 		$578K Sell
2,505
-37
-1% -$7.85K 0.09% 163
2023
Q4 		$504K Sell
2,542
-18
-0.7% -$3.24K 0.08% 162
2023
Q3 		$434K Sell
2,560
-87
-3% -$15.8K 0.08% 173
2023
Q2 		$494K Sell
2,647
-41
-2% -$7.06K 0.09% 155
2023
Q1 		$445K Sell
2,688
-1,002
-27% -$156K 0.09% 164
2022
Q4 		$537K Sell
3,690
-279
-7% -$41K 0.11% 137
2022
Q3 		$573K Buy
3,969
+16
+0.4% +$2.6K 0.13% 134
2022
Q2 		$608K Sell
3,953
-89
-2% -$14.8K 0.13% 136
2022
Q1 		$714K Sell
4,042
-62
-2% -$11.6K 0.13% 143
2021
Q4 		$963K Buy
4,104
+127
+3% +$28.7K 0.16% 128
2021
Q3 		$830K Sell
3,977
-41
-1% -$8.99K 0.15% 141
2021
Q2 		$828K Buy
4,018
+119
+3% +$25.9K 0.15% 154
2021
Q1 		$835K Sell
3,899
-86
-2% -$18.3K 0.16% 152
2020
Q4 		$862K Buy
3,985
+130
+3% +$27.2K 0.17% 153
2020
Q3 		$770K Buy
3,855
+181
+5% +$36.2K 0.21% 124
2020
Q2 		$731K Sell
3,674
-23
-0.6% -$4.45K 0.24% 117
2020
Q1 		$576K Buy
3,697
+51
+1% +$9.58K 0.26% 93
2019
Q4 		$704K Sell
3,646
-8
-0.2% -$1.52K 0.18% 126
2019
Q3 		$724K Buy
3,654
+409
+13% +$82K 0.2% 118
2019
Q2 		$641K Sell
3,245
-86
-3% -$16K 0.18% 129
2019
Q1 		$588K Sell
3,331
-211
-6% -$34.3K 0.17% 126
2018
Q4 		$522K Buy
+3,542
New +$541K 0.17% 131

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Avitas Wealth Management's ECL Position: Q4 2024 in Review

Avitas Wealth Management reduced its Ecolab (ECL) stake by 2.8% in Q4 2024, selling an estimated $15.2K and leaving 2,139 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #155.

Avitas Wealth Management first reported a position in ECL in Q4 2018 and has held it in 25 quarters since. The position peaked at $963K in Q4 2021. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Avitas Wealth Management held 2,139 shares of Ecolab worth $501K as of Q4 2024.
  • Avitas Wealth Management sold 61 Ecolab shares in Q4 2024, an estimated $15.2K.
  • Ecolab made up 0.07% of Avitas Wealth Management's portfolio in Q4 2024, its #155 holding.
  • Avitas Wealth Management first reported a position in Ecolab in Q4 2018 and has held it in 25 quarters since.
  • Avitas Wealth Management's Ecolab position peaked at $963K in Q4 2021.
  • 1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.