CSat Investment Advisory’s Ecolab ECL Stock Holding History

CSat Investment Advisory’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
2021 Q1	$15K	Buy	72 +27	+60%	+$5.75K	0.01%	409
2020 Q4	$10K	Sell	45 -11,198	-100%	-$2.34M	0.01%	424
2020 Q3	$2.25M	Buy	11,243 +3,578	+47%	+$715K	0.2%	55
2020 Q2	$1.52M	Buy	7,665 +2,509	+49%	+$486K	0.18%	55
2020 Q1	$804K	Buy	5,156 +4,058	+370%	+$763K	0.17%	84
2019 Q4	$212K	Buy	1,098 +523	+91%	+$99.3K	0.06%	226
2019 Q3	$114K	Buy	575 +88	+18%	+$17.6K	0.04%	291
2019 Q2	$97K	Buy	487 +447	+1,118%	+$83.1K	0.03%	301
2019 Q1	$7K	Sell	40 -2	-5%	-$325	﹤0.01%	469
2018 Q4	$6K	Buy	42 +4	+11%	+$611	﹤0.01%	469
2018 Q3	$6K	Buy	38 +7	+23%	+$1.04K	﹤0.01%	443
2018 Q2	$4K	Buy	+31	New	+$4.47K	﹤0.01%	478

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSat Investment Advisory's ECL Position: Q1 2021 in Review

CSat Investment Advisory increased its Ecolab (ECL) stake by 60% in Q1 2021, buying an estimated $5.75K and bringing the position to 72 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #409.

CSat Investment Advisory first reported a position in ECL in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2020. 1,315 funds tracked by Wall St. Rank hold ECL as of Q1 2021.

CSat Investment Advisory held 72 shares of Ecolab worth $15K as of Q1 2021.
CSat Investment Advisory bought 27 Ecolab shares in Q1 2021, an estimated $5.75K.
Ecolab made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #409 holding.
CSat Investment Advisory first reported a position in Ecolab in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Ecolab position peaked at $2.25M in Q3 2020.
1,315 funds tracked by Wall St. Rank held Ecolab as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.