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Cassady Schiller Wealth Management’s Ecolab ECL Stock Holding History

Cassady Schiller Wealth 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 		$42.2K Buy
180
+11
+7% +$2.73K 0.02% 219
2024
Q3 		$43.2K Hold
169
– – 0.02% 212
2024
Q2 		$40.2K Hold
169
– – 0.02% 217
2024
Q1 		$39K Buy
169
+3
+2% +$636 0.02% 234
2023
Q4 		$32.9K Hold
166
– – 0.02% 235
2023
Q3 		$28.1K Hold
166
– – 0.02% 246
2023
Q2 		$31K Hold
166
– – 0.02% 244
2023
Q1 		$27.5K Sell
166
-11
-6% -$1.71K 0.01% 248
2022
Q4 		$25.8K Buy
+177
New +$26K 0.02% 248
2022
Q1 		– Sell
-172
Closed -$40K – 250
2021
Q4 		$40K Buy
+172
New +$38.9K 0.02% 217

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Cassady Schiller Wealth Management's ECL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Ecolab (ECL) stake by 6.5% in Q4 2024, buying an estimated $2.73K and bringing the position to 180 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #219.

Cassady Schiller Wealth Management first reported a position in ECL in Q4 2021 and has held it in 10 quarters since. The position peaked at $43.2K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Cassady Schiller Wealth Management held 180 shares of Ecolab worth $42.2K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 11 Ecolab shares in Q4 2024, an estimated $2.73K.
  • Ecolab made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #219 holding.
  • Cassady Schiller Wealth Management first reported a position in Ecolab in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Ecolab position peaked at $43.2K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.