Boston Financial Management’s Ecolab ECL Stock Holding History

Boston Financial 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	$4.22M	Sell	18,004 -10	-0.1%	-$2.49K	0.13%	105
2024 Q3	$4.6M	Buy	18,014 +334	+2%	+$81.7K	0.14%	104
2024 Q2	$4.21M	Sell	17,680 -13	-0.1%	-$3K	0.13%	105
2024 Q1	$4.09M	Sell	17,693 -225	-1%	-$47.7K	0.13%	108
2023 Q4	$3.55M	Sell	17,918 -185	-1%	-$33.3K	0.12%	108
2023 Q3	$3.07M	Sell	18,103 -237	-1%	-$43.1K	0.11%	116
2023 Q2	$3.42M	Sell	18,340 -365	-2%	-$62.8K	0.12%	112
2023 Q1	$3.1M	Sell	18,705 -1,765	-9%	-$275K	0.12%	114
2022 Q4	$2.98M	Buy	20,470 +870	+4%	+$128K	0.12%	112
2022 Q3	$2.83M	Buy	19,600 +5,264	+37%	+$854K	0.12%	107
2022 Q2	$2.2M	Buy	14,336 +503	+4%	+$83.4K	0.1%	115
2022 Q1	$2.44M	Buy	13,833 +117	+0.9%	+$22K	0.09%	120
2021 Q4	$3.22M	Sell	13,716 -150	-1%	-$33.9K	0.12%	92
2021 Q3	$2.89M	Hold	13,866	–	–	0.12%	90
2021 Q2	$2.86M	Sell	13,866 -45	-0.3%	-$9.78K	0.12%	90
2021 Q1	$2.98M	Sell	13,911 -125	-0.9%	-$26.6K	0.13%	84
2020 Q4	$3.04M	Sell	14,036 -435	-3%	-$90.9K	0.14%	84
2020 Q3	$2.89M	Hold	14,471	–	–	0.14%	85
2020 Q2	$2.88M	Buy	14,471 +150	+1%	+$29K	0.15%	82
2020 Q1	$2.23M	Buy	14,321 +3,702	+35%	+$696K	0.14%	87
2019 Q4	$2.05M	Sell	10,619 -1,435	-12%	-$272K	0.11%	108
2019 Q3	$2.39M	Buy	12,054 +45	+0.4%	+$9.02K	0.14%	105
2019 Q2	$2.37M	Sell	12,009 -325	-3%	-$60.4K	0.14%	106
2019 Q1	$2.18M	Sell	12,334 -456	-4%	-$74.1K	0.13%	111
2018 Q4	$1.89M	Buy	12,790 +25	+0.2%	+$3.82K	0.13%	117
2018 Q3	$2M	Sell	12,765 -190	-1%	-$28.2K	0.12%	126
2018 Q2	$1.82M	Sell	12,955 -1,774	-12%	-$256K	0.12%	126
2018 Q1	$2.02M	Sell	14,729 -1,745	-11%	-$235K	0.14%	128
2017 Q4	$2.21M	Sell	16,474 -341	-2%	-$45.4K	0.15%	129
2017 Q3	$2.16M	Sell	16,815 -975	-5%	-$128K	0.15%	135
2017 Q2	$2.36M	Sell	17,790 -1,310	-7%	-$169K	0.17%	135
2017 Q1	$2.39M	Sell	19,100 -2,300	-11%	-$281K	0.18%	139
2016 Q4	$2.51M	Sell	21,400 -2,460	-10%	-$288K	0.2%	143
2016 Q3	$2.9M	Sell	23,860 -1,090	-4%	-$132K	0.24%	131
2016 Q2	$2.96M	Sell	24,950 -1,945	-7%	-$227K	0.24%	132
2016 Q1	$3M	Buy	26,895 +1,235	+5%	+$131K	0.45%	80
2015 Q4	$2.94M	Buy	25,660 +585	+2%	+$68.8K	0.42%	83
2015 Q3	$2.75M	Buy	25,075 +135	+0.5%	+$15.1K	0.39%	84
2015 Q2	$2.82M	Buy	24,940 +690	+3%	+$79.3K	0.36%	91
2015 Q1	$2.77M	Buy	24,250 +2,560	+12%	+$281K	0.35%	93
2014 Q4	$2.27M	Buy	21,690 +5,690	+36%	+$622K	0.29%	101
2014 Q3	$1.84M	Buy	16,000 +795	+5%	+$89.5K	0.24%	110
2014 Q2	$1.69M	Sell	15,205 -20	-0.1%	-$2.14K	0.22%	118
2014 Q1	$1.64M	Sell	15,225 -75	-0.5%	-$7.86K	0.22%	120
2013 Q4	$1.59M	Sell	15,300 -50	-0.3%	-$5.2K	0.22%	116
2013 Q3	$1.52M	Sell	15,350 -360	-2%	-$33.5K	0.23%	114
2013 Q2	$1.34M	Buy	+15,710	New	+$1.33M	0.21%	116

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Boston Financial Management's ECL Position: Q4 2024 in Review

Boston Financial Management reduced its Ecolab (ECL) stake by 0.06% in Q4 2024, selling an estimated $2.49K and leaving 18,004 shares worth $4.22M. The position accounts for 0.13% of the portfolio, ranked #105.

Boston Financial Management first reported a position in ECL in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.6M in Q3 2024. 1,560 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

Boston Financial Management held 18,004 shares of Ecolab worth $4.22M as of Q4 2024.
Boston Financial Management sold 10 Ecolab shares in Q4 2024, an estimated $2.49K.
Ecolab made up 0.13% of Boston Financial Management's portfolio in Q4 2024, its #105 holding.
Boston Financial Management first reported a position in Ecolab in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Ecolab position peaked at $4.6M in Q3 2024.
1,560 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.