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Balasa Dinverno & Foltz’s Ecolab ECL Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q2 		– Sell
-1,342
Closed -$237K – 345
2022
Q1 		$237K Sell
1,342
-54
-4% -$10.1K 0.02% 315
2021
Q4 		$327K Buy
1,396
+50
+4% +$11.3K 0.02% 255
2021
Q3 		$281K Hold
1,346
– – 0.02% 272
2021
Q2 		$277K Sell
1,346
-25
-2% -$5.43K 0.02% 268
2021
Q1 		$293K Buy
1,371
+15
+1% +$3.19K 0.02% 244
2020
Q4 		$293K Buy
+1,356
New +$283K 0.02% 229

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balasa Dinverno & Foltz's ECL Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of Ecolab (ECL) in Q2 2022, closing a stake of 1,342 shares — an estimated $237K sold.

Balasa Dinverno & Foltz first reported a position in ECL in Q4 2020 and held it in 6 quarters. The position peaked at $327K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 1,342 Ecolab shares in Q2 2022, an estimated $237K.
  • Balasa Dinverno & Foltz first reported a position in Ecolab in Q4 2020 and held it in 6 quarters.
  • Balasa Dinverno & Foltz's Ecolab position peaked at $327K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.