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Curi Wealth Management’s Ecolab ECL Stock Holding History

Curi Wealth 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
-998
Closed -$154K – 340
2022
Q2 		$154K Sell
998
-1
-0.1% -$166 0.03% 143
2022
Q1 		$176K Buy
999
+2
+0.2% +$376 0.03% 123
2021
Q4 		$233K Buy
997
+2
+0.2% +$452 0.04% 103
2021
Q3 		$207K Buy
995
+3
+0.3% +$658 0.1% 86
2021
Q2 		$204K Buy
992
+2
+0.2% +$435 0.1% 90
2021
Q1 		$212K Buy
990
+1
+0.1% +$213 0.13% 84
2020
Q4 		$213K Buy
+989
New +$207K 0.15% 78

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

Curi Wealth Management's ECL Position: Q3 2022 in Review

Curi Wealth Management sold out of Ecolab (ECL) in Q3 2022, closing a stake of 998 shares — an estimated $154K sold.

Curi Wealth Management first reported a position in ECL in Q4 2020 and held it in 7 quarters. The position peaked at $233K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

  • Curi Wealth Management reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 998 Ecolab shares in Q3 2022, an estimated $154K.
  • Curi Wealth Management first reported a position in Ecolab in Q4 2020 and held it in 7 quarters.
  • Curi Wealth Management's Ecolab position peaked at $233K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.