BWM
ECL icon

Baystate Wealth Management’s Ecolab ECL Stock Holding History

Baystate 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
Q4 		$23.2K Hold
116
– – ﹤0.01% 524
2023
Q3 		$19.7K Sell
116
-42
-27% -$7.64K ﹤0.01% 479
2023
Q2 		$29.5K Buy
158
+1
+0.6% +$172 ﹤0.01% 406
2023
Q1 		$26.1K Buy
157
+43
+38% +$6.7K ﹤0.01% 424
2022
Q4 		$17K Buy
114
+1
+0.9% +$147 ﹤0.01% 487
2022
Q3 		$16K Hold
113
– – ﹤0.01% 460
2022
Q2 		$17K Hold
113
– – ﹤0.01% 472
2022
Q1 		$20K Sell
113
-7
-6% -$1.31K ﹤0.01% 454
2021
Q4 		$28K Buy
120
+8
+7% +$1.81K ﹤0.01% 412
2021
Q3 		$24K Hold
112
– – ﹤0.01% 391
2021
Q2 		$23K Hold
112
– – ﹤0.01% 374
2021
Q1 		$24K Buy
112
+1
+0.9% +$213 ﹤0.01% 339
2020
Q4 		$24K Sell
111
-1
-0.9% -$209 ﹤0.01% 326
2020
Q3 		$22K Buy
112
+1
+0.9% +$200 ﹤0.01% 307
2020
Q2 		$22K Hold
111
– – ﹤0.01% 294
2020
Q1 		$17K Hold
111
– – ﹤0.01% 304
2019
Q4 		$21K Hold
111
– – ﹤0.01% 316
2019
Q3 		$22K Sell
111
-213
-66% -$42.7K ﹤0.01% 282
2019
Q2 		$64K Sell
324
-101
-24% -$18.8K 0.01% 189
2019
Q1 		$79K Buy
425
+101
+31% +$16.4K 0.01% 169
2018
Q4 		$50K Hold
324
– – 0.01% 202
2018
Q3 		$49K Buy
324
+214
+195% +$31.7K 0.01% 204
2018
Q2 		$16K Hold
110
– – ﹤0.01% 315
2018
Q1 		$16K Sell
110
-82
-43% -$11K ﹤0.01% 309
2017
Q4 		$37K Buy
192
+82
+75% +$10.9K 0.01% 228
2017
Q3 		$15K Hold
110
– – ﹤0.01% 309
2017
Q2 		$15K Hold
110
– – ﹤0.01% 303
2017
Q1 		$14K Buy
110
+10
+10% +$1.22K ﹤0.01% 302
2016
Q4 		$12K Buy
+100
New +$11.7K ﹤0.01% 280

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baystate Wealth Management's ECL Position: Q4 2023 in Review

Baystate Wealth Management held its Ecolab (ECL) position steady in Q4 2023 at 116 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Baystate Wealth Management first reported a position in ECL in Q4 2016 and has held it in 29 quarters since. The position peaked at $79K in Q1 2019. 1,363 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • Baystate Wealth Management held 116 shares of Ecolab worth $23.2K as of Q4 2023.
  • Baystate Wealth Management left its Ecolab share count unchanged in Q4 2023.
  • Ecolab made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #524 holding.
  • Baystate Wealth Management first reported a position in Ecolab in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Ecolab position peaked at $79K in Q1 2019.
  • 1,363 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.