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Connectus Wealth’s Ecolab ECL Stock Holding History

Connectus Wealth’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 		$1.5M Sell
6,498
-1,215
-16% -$258K 0.04% 211
2023
Q4 		$1.53M Hold
7,713
– – 0.03% 292
2023
Q3 		$1.31M Buy
7,713
+1
+0% +$182 0.03% 292
2023
Q2 		$1.44M Sell
7,712
-245
-3% -$42.2K 0.03% 252
2023
Q1 		$1.32M Buy
7,957
+4,984
+168% +$777K 0.03% 263
2022
Q4 		$433K Sell
2,973
-17
-0.6% -$2.5K 0.01% 351
2022
Q3 		$432K Hold
2,990
– – 0.01% 418
2022
Q2 		$460K Hold
2,990
– – 0.01% 341
2022
Q1 		$701K Sell
2,990
-3
-0.1% -$564 0.02% 283
2021
Q4 		$702K Buy
+2,993
New +$676K 0.03% 247

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's ECL Position: Q1 2024 in Review

Connectus Wealth reduced its Ecolab (ECL) stake by 16% in Q1 2024, selling an estimated $258K and leaving 6,498 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #211.

Connectus Wealth first reported a position in ECL in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2023. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Connectus Wealth held 6,498 shares of Ecolab worth $1.5M as of Q1 2024.
  • Connectus Wealth sold 1,215 Ecolab shares in Q1 2024, an estimated $258K.
  • Ecolab made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #211 holding.
  • Connectus Wealth first reported a position in Ecolab in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Ecolab position peaked at $1.53M in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.