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Castle Wealth Management’s Ecolab ECL Stock Holding History

Castle 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
2022
Q4 		– Sell
-100
Closed -$14K – 256
2022
Q3 		$14K Buy
100
+7
+8% +$1.14K 0.01% 375
2022
Q2 		$14K Buy
+93
New +$15.4K 0.01% 355

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Castle Wealth Management's ECL Position: Q4 2022 in Review

Castle Wealth Management sold out of Ecolab (ECL) in Q4 2022, closing a stake of 100 shares — an estimated $14K sold.

Castle Wealth Management first reported a position in ECL in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q3 2022. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

  • Castle Wealth Management reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 100 Ecolab shares in Q4 2022, an estimated $14K.
  • Castle Wealth Management first reported a position in Ecolab in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Ecolab position peaked at $14K in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.