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Capstone Financial Group’s Ecolab ECL Stock Holding History

Capstone Financial Group’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
2020
Q3 		$323K Buy
1,645
+56
+4% +$11.2K 0.25% 62
2020
Q2 		$322K Sell
1,589
-45
-3% -$8.71K 0.26% 56
2020
Q1 		$255K Buy
1,634
+8
+0.5% +$1.5K 0.26% 63
2019
Q4 		$314K Buy
+1,626
New +$309K 0.3% 60

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capstone Financial Group's ECL Position: Q3 2020 in Review

Capstone Financial Group increased its Ecolab (ECL) stake by 3.5% in Q3 2020, buying an estimated $11.2K and bringing the position to 1,645 shares worth $323K. The position accounts for 0.25% of the portfolio, ranked #62.

Capstone Financial Group first reported a position in ECL in Q4 2019 and has held it in 4 quarters since. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

  • Capstone Financial Group held 1,645 shares of Ecolab worth $323K as of Q3 2020.
  • Capstone Financial Group bought 56 Ecolab shares in Q3 2020, an estimated $11.2K.
  • Ecolab made up 0.25% of Capstone Financial Group's portfolio in Q3 2020, its #62 holding.
  • Capstone Financial Group first reported a position in Ecolab in Q4 2019 and has held it in 4 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.