Cetera Advisors’s Ecolab ECL Stock Holding History

Cetera Advisors’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 Q1	$3.1M	Buy	13,415 +6,137	+84%	+$1.3M	0.02%	634
2023 Q4	$1.44M	Buy	7,278 +444	+6%	+$79.8K	0.02%	623
2023 Q3	$1.16M	Buy	6,834 +339	+5%	+$61.7K	0.02%	668
2023 Q2	$1.21M	Buy	6,495 +887	+16%	+$153K	0.02%	646
2023 Q1	$928K	Sell	5,608 -1,088	-16%	-$170K	0.02%	714
2022 Q4	$975K	Buy	6,696 +2,930	+78%	+$430K	0.02%	688
2022 Q3	$544K	Sell	3,766 -861	-19%	-$140K	0.01%	748
2022 Q2	$711K	Buy	4,627 +833	+22%	+$138K	0.02%	693
2022 Q1	$670K	Sell	3,794 -30	-0.8%	-$5.63K	0.01%	762
2021 Q4	$897K	Sell	3,824 -996	-21%	-$225K	0.02%	645
2021 Q3	$1M	Buy	4,820 +1,068	+28%	+$234K	0.02%	615
2021 Q2	$773K	Buy	3,752 +84	+2%	+$18.3K	0.02%	646
2021 Q1	$785K	Sell	3,668 -91	-2%	-$19.4K	0.02%	566
2020 Q4	$813K	Sell	3,759 -292	-7%	-$61K	0.03%	478
2020 Q3	$810K	Sell	4,051 -340	-8%	-$67.9K	0.03%	421
2020 Q2	$874K	Sell	4,391 -157	-3%	-$30.4K	0.04%	389
2020 Q1	$709K	Sell	4,548 -119	-3%	-$22.4K	0.04%	380
2019 Q4	$899K	Sell	4,667 -383	-8%	-$72.7K	0.04%	399
2019 Q3	$1M	Sell	5,050 -31	-0.6%	-$6.21K	0.04%	359
2019 Q2	$1M	Buy	5,081 +78	+2%	+$14.5K	0.04%	374
2019 Q1	$883K	Sell	5,003 -7	-0.1%	-$1.14K	0.04%	352
2018 Q4	$737K	Sell	5,010 -32	-0.6%	-$4.89K	0.04%	377
2018 Q3	$789K	Buy	5,042 +353	+8%	+$52.3K	0.04%	412
2018 Q2	$659K	Sell	4,689 -18	-0.4%	-$2.6K	0.04%	428
2018 Q1	$647K	Buy	4,707 +44	+0.9%	+$5.92K	0.04%	404
2017 Q4	$626K	Sell	4,663 -10	-0.2%	-$1.33K	0.04%	388
2017 Q3	$602K	Sell	4,673 -374	-7%	-$49.2K	0.04%	418
2017 Q2	$670K	Sell	5,047 -530	-10%	-$68.5K	0.04%	394
2017 Q1	$699K	Sell	5,577 -609	-10%	-$74.5K	0.05%	361
2016 Q4	$724K	Sell	6,186 -2	-0%	-$234	0.05%	329
2016 Q3	$751K	Sell	6,188 -7	-0.1%	-$845	0.06%	316
2016 Q2	$734K	Sell	6,195 -22	-0.4%	-$2.56K	0.06%	325
2016 Q1	$692K	Sell	6,217 -18	-0.3%	-$1.91K	0.06%	322
2015 Q4	$713K	Buy	6,235 +44	+0.7%	+$5.17K	0.06%	331
2015 Q3	$678K	Buy	+6,191	New	+$693K	0.06%	307
2014 Q4	–	Sell	-2,866	Closed	-$328K	–	668
2014 Q3	$328K	Buy	2,866 +504	+21%	+$56.7K	0.03%	433
2014 Q2	$265K	Buy	+2,362	New	+$253K	0.03%	468
2014 Q1	–	Sell	-10,345	Closed	-$1.08M	–	551
2013 Q4	$1.08M	Buy	10,345 +12	+0.1%	+$1.25K	0.16%	150
2013 Q3	$1.02M	Buy	10,333 +806	+8%	+$75K	0.18%	138
2013 Q2	$812K	Buy	+9,527	New	+$804K	0.17%	155

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's ECL Position: Q1 2024 in Review

Cetera Advisors increased its Ecolab (ECL) stake by 84% in Q1 2024, buying an estimated $1.3M and bringing the position to 13,415 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #634.

Cetera Advisors first reported a position in ECL in Q2 2013 and has held it in 40 quarters since. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

Cetera Advisors held 13,415 shares of Ecolab worth $3.1M as of Q1 2024.
Cetera Advisors bought 6,137 Ecolab shares in Q1 2024, an estimated $1.3M.
Ecolab made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #634 holding.
Cetera Advisors first reported a position in Ecolab in Q2 2013 and has held it in 40 quarters since.
1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.