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Capital Wealth Planning’s Ecolab ECL Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-1,054
Closed -$251K – 148
2024
Q2 		$251K Buy
+1,054
New +$244K ﹤0.01% 123
2020
Q2 		– Sell
-4,194
Closed -$654K – 135
2020
Q1 		$654K Buy
+4,194
New +$788K 0.04% 102
2019
Q4 		– Sell
-4,211
Closed -$804K – 207
2019
Q3 		$804K Buy
4,211
+257
+6% +$51.5K 0.05% 103
2019
Q2 		$781K Buy
+3,954
New +$735K 0.06% 96

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capital Wealth Planning's ECL Position: Q3 2024 in Review

Capital Wealth Planning sold out of Ecolab (ECL) in Q3 2024, closing a stake of 1,054 shares — an estimated $251K sold.

Capital Wealth Planning first reported a position in ECL in Q2 2019 and held it in 4 quarters. The position peaked at $804K in Q3 2019. 1,501 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • Capital Wealth Planning reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 1,054 Ecolab shares in Q3 2024, an estimated $251K.
  • Capital Wealth Planning first reported a position in Ecolab in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's Ecolab position peaked at $804K in Q3 2019.
  • 1,501 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on Capital Wealth Planning's 13F filing for Q3 2024, filed 12 Nov 2024.