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Center for Financial Planning’s Ecolab ECL Stock Holding History

Center for Financial 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
Q2 		– Sell
-1
Closed -$231 – 595
2024
Q1 		$231 Buy
+1
New +$212 ﹤0.01% 592
2023
Q1 		– Sell
-15
Closed -$2.18K – 544
2022
Q4 		$2.18K Buy
+15
New +$2.2K ﹤0.01% 456
2020
Q2 		– Sell
-17
Closed -$3K – 490
2020
Q1 		$3K Buy
+17
New +$3.19K ﹤0.01% 459

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
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
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

Center for Financial Planning's ECL Position: Q2 2024 in Review

Center for Financial Planning sold out of Ecolab (ECL) in Q2 2024, closing a stake of 1 share — an estimated $231 sold.

Center for Financial Planning first reported a position in ECL in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Center for Financial Planning reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1 Ecolab share in Q2 2024, an estimated $231.
  • Center for Financial Planning first reported a position in Ecolab in Q1 2020 and held it in 3 quarters.
  • Center for Financial Planning's Ecolab position peaked at $3K in Q1 2020.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.