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Charter Oak Capital Management’s Ecolab ECL Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-728
Closed -$112K – 347
2022
Q2 		$112K Hold
728
– – 0.02% 228
2022
Q1 		$129K Hold
728
– – 0.02% 224
2021
Q4 		$171K Sell
728
-25
-3% -$5.65K 0.02% 195
2021
Q3 		$157K Hold
753
– – 0.02% 196
2021
Q2 		$155K Hold
753
– – 0.02% 195
2021
Q1 		$161K Hold
753
– – 0.02% 189
2020
Q4 		$163K Buy
+753
New +$157K 0.02% 175

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charter Oak Capital Management's ECL Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Ecolab (ECL) in Q3 2022, closing a stake of 728 shares — an estimated $112K sold.

Charter Oak Capital Management first reported a position in ECL in Q4 2020 and held it in 7 quarters. The position peaked at $171K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 728 Ecolab shares in Q3 2022, an estimated $112K.
  • Charter Oak Capital Management first reported a position in Ecolab in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Ecolab position peaked at $171K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.