Braun-Bostich & Associates’s Ecolab ECL Stock Holding History

Braun-Bostich & Associates’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	-1,027	Closed	-$237K	–	117
2024 Q1	$237K	Sell	1,027 -346	-25%	-$73.4K	0.2%	112
2023 Q4	$272K	Buy	1,373 +174	+15%	+$31.3K	0.25%	100
2023 Q3	$203K	Buy	+1,199	New	+$218K	0.38%	52
2020 Q4	–	Sell	-1,003	Closed	-$200K	–	108
2020 Q3	$200K	Buy	1,003 +866	+632%	+$173K	0.2%	89
2020 Q2	$27K	Buy	137 +23	+20%	+$4.45K	0.03%	151
2020 Q1	$17K	Hold	114	–	–	0.02%	172
2019 Q4	$22K	Buy	+114	New	+$21.6K	0.02%	185
2019 Q3	–	Sell	-346	Closed	-$68K	–	141
2019 Q2	$68K	Sell	346 -423	-55%	-$78.6K	0.07%	164
2019 Q1	$136K	Sell	769 -384	-33%	-$62.4K	0.14%	132
2018 Q4	$170K	Buy	1,153 +61	+6%	+$9.31K	0.18%	103
2018 Q3	$171K	Buy	1,092 +234	+27%	+$34.7K	0.16%	102
2018 Q2	$120K	Buy	858 +712	+488%	+$103K	0.12%	117
2018 Q1	$20K	Buy	146 +59	+68%	+$7.93K	0.02%	215
2017 Q4	$12K	Buy	+87	New	+$11.6K	0.01%	235

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

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 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