BTWM
ECL icon

Baker Tilly Wealth Management’s Ecolab ECL Stock Holding History

Baker Tilly 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
Q2 		– Sell
-1,101
Closed -$254K – 320
2024
Q1 		$254K Sell
1,101
-13
-1% -$2.76K 0.05% 373
2023
Q4 		$221K Sell
1,114
-131
-11% -$23.6K 0.04% 436
2023
Q3 		$211K Sell
1,245
-1,639
-57% -$298K 0.03% 433
2023
Q2 		$538K Sell
2,884
-1,218
-30% -$210K 0.06% 318
2023
Q1 		$679K Buy
4,102
+121
+3% +$18.9K 0.08% 270
2022
Q4 		$579K Sell
3,981
-1,528
-28% -$224K 0.07% 287
2022
Q3 		$796K Sell
5,509
-3,870
-41% -$628K 0.11% 202
2022
Q2 		$1.44M Sell
9,379
-492
-5% -$81.6K 0.19% 116
2022
Q1 		$1.74M Buy
9,871
+900
+10% +$169K 0.19% 105
2021
Q4 		$2.1M Buy
8,971
+460
+5% +$104K 0.23% 87
2021
Q3 		$1.78M Buy
8,511
+4,847
+132% +$1.06M 0.23% 83
2021
Q2 		$755K Buy
3,664
+656
+22% +$143K 0.12% 191
2021
Q1 		$644K Buy
+3,008
New +$640K 0.13% 195

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baker Tilly Wealth Management's ECL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Ecolab (ECL) in Q2 2024, closing a stake of 1,101 shares — an estimated $254K sold.

Baker Tilly Wealth Management first reported a position in ECL in Q1 2021 and held it in 13 quarters. The position peaked at $2.1M in Q4 2021. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,101 Ecolab shares in Q2 2024, an estimated $254K.
  • Baker Tilly Wealth Management first reported a position in Ecolab in Q1 2021 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Ecolab position peaked at $2.1M in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.