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Clarus Wealth Advisors’s Ecolab ECL Stock Holding History

Clarus Wealth 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
2020
Q2 		– Sell
-3,703
Closed -$545K – 135
2020
Q1 		$545K Sell
3,703
-12
-0.3% -$2.25K 0.54% 55
2019
Q4 		$706K Buy
3,715
+1,354
+57% +$257K 0.47% 62
2019
Q3 		$468K Buy
2,361
+299
+15% +$59.9K 0.34% 68
2019
Q2 		$407K Buy
2,062
+175
+9% +$32.5K 0.29% 59
2019
Q1 		$333K Buy
1,887
+96
+5% +$15.6K 0.25% 59
2018
Q4 		$264K Buy
1,791
+182
+11% +$27.8K 0.42% 47
2018
Q3 		$252K Buy
1,609
+114
+8% +$16.9K 0.16% 90
2018
Q2 		$205K Hold
1,495
– – 0.16% 107
2018
Q1 		$205K Sell
1,495
-46
-3% -$6.19K 0.19% 107
2017
Q4 		$207K Buy
+1,541
New +$205K 0.2% 110

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's ECL Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of Ecolab (ECL) in Q2 2020, closing a stake of 3,703 shares — an estimated $545K sold.

Clarus Wealth Advisors first reported a position in ECL in Q4 2017 and held it in 10 quarters. The position peaked at $706K in Q4 2019. 1,242 funds tracked by Wall St. Rank hold ECL as of Q2 2020.

  • Clarus Wealth Advisors reported no remaining Ecolab position as of Q2 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,703 Ecolab shares in Q2 2020, an estimated $545K.
  • Clarus Wealth Advisors first reported a position in Ecolab in Q4 2017 and held it in 10 quarters.
  • Clarus Wealth Advisors's Ecolab position peaked at $706K in Q4 2019.
  • 1,242 funds tracked by Wall St. Rank held Ecolab as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.