Bison Wealth’s Ecolab ECL Stock Holding History

Bison Wealth’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
2021 Q3	–	Sell	-1,156	Closed	-$238K	–	475
2021 Q2	$238K	Sell	1,156 -758	-40%	-$165K	0.1%	210
2021 Q1	$410K	Sell	1,914 -94	-5%	-$20K	0.18%	150
2020 Q4	$434K	Buy	+2,008	New	+$420K	0.2%	124

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bison Wealth's ECL Position: Q3 2021 in Review

Bison Wealth sold out of Ecolab (ECL) in Q3 2021, closing a stake of 1,156 shares — an estimated $238K sold.

Bison Wealth first reported a position in ECL in Q4 2020 and held it in 3 quarters. The position peaked at $434K in Q4 2020. 1,280 funds tracked by Wall St. Rank hold ECL as of Q3 2021.

Bison Wealth reported no remaining Ecolab position as of Q3 2021 after selling out during the quarter.
Bison Wealth sold 1,156 Ecolab shares in Q3 2021, an estimated $238K.
Bison Wealth first reported a position in Ecolab in Q4 2020 and held it in 3 quarters.
Bison Wealth's Ecolab position peaked at $434K in Q4 2020.
1,280 funds tracked by Wall St. Rank held Ecolab as of Q3 2021.

Based on Bison Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.