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Colony Family Offices’s Ecolab ECL Stock Holding History

Colony Family Offices’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
2023
Q2 		– Sell
-3,500
Closed -$581K – 60
2023
Q1 		$581K Hold
3,500
– – 0.22% 51
2022
Q4 		$511K Hold
3,500
– – 0.21% 46
2022
Q3 		$507K Hold
3,500
– – 0.22% 47
2022
Q2 		$540K Buy
+3,500
New +$580K 0.24% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Colony Family Offices's ECL Position: Q2 2023 in Review

Colony Family Offices sold out of Ecolab (ECL) in Q2 2023, closing a stake of 3,500 shares — an estimated $581K sold.

Colony Family Offices first reported a position in ECL in Q2 2022 and held it in 4 quarters. The position peaked at $581K in Q1 2023. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • Colony Family Offices reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
  • Colony Family Offices sold 3,500 Ecolab shares in Q2 2023, an estimated $581K.
  • Colony Family Offices first reported a position in Ecolab in Q2 2022 and held it in 4 quarters.
  • Colony Family Offices's Ecolab position peaked at $581K in Q1 2023.
  • 1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.