CWP
ECL icon

CFM Wealth Partners’s Ecolab ECL Stock Holding History

CFM Wealth Partners’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
Q2 		– Sell
-1,355
Closed -$239K – 167
2022
Q1 		$239K Buy
1,355
+351
+35% +$65.9K 0.06% 169
2021
Q4 		$231K Sell
1,004
-99
-9% -$22.4K 0.05% 165
2021
Q3 		$230K Hold
1,103
– – 0.06% 166
2021
Q2 		$227K Sell
1,103
-17
-2% -$3.69K 0.06% 158
2021
Q1 		$240K Sell
1,120
-87
-7% -$18.5K 0.07% 147
2020
Q4 		$261K Sell
1,207
-23
-2% -$4.8K 0.08% 130
2020
Q3 		$245K Sell
1,230
-27
-2% -$5.39K 0.09% 125
2020
Q2 		$250K Sell
1,257
-165
-12% -$31.9K 0.1% 125
2020
Q1 		$222K Sell
1,422
-137
-9% -$25.7K 0.1% 120
2019
Q4 		$301K Buy
+1,559
New +$296K 0.11% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFM Wealth Partners's ECL Position: Q2 2022 in Review

CFM Wealth Partners sold out of Ecolab (ECL) in Q2 2022, closing a stake of 1,355 shares — an estimated $239K sold.

CFM Wealth Partners first reported a position in ECL in Q4 2019 and held it in 10 quarters. The position peaked at $301K in Q4 2019. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • CFM Wealth Partners reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 1,355 Ecolab shares in Q2 2022, an estimated $239K.
  • CFM Wealth Partners first reported a position in Ecolab in Q4 2019 and held it in 10 quarters.
  • CFM Wealth Partners's Ecolab position peaked at $301K in Q4 2019.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.