DI
ECL icon

Disciplined Investments’s Ecolab ECL Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-262
Closed -$48.9K – 520
2023
Q2 		$48.9K Sell
262
-1
-0.4% -$172 0.03% 202
2023
Q1 		$43.5K Buy
263
+4
+2% +$623 0.02% 238
2022
Q4 		$37.7K Sell
259
-80
-24% -$11.8K 0.02% 230
2022
Q3 		$49K Buy
339
+80
+31% +$13K 0.02% 222
2022
Q2 		$40K Sell
259
-38
-13% -$6.3K 0.02% 241
2022
Q1 		$52K Buy
297
+47
+19% +$8.83K 0.02% 218
2021
Q4 		$59K Hold
250
– – 0.03% 194
2021
Q3 		$52K Hold
250
– – 0.03% 199
2021
Q2 		$51K Hold
250
– – 0.03% 196
2021
Q1 		$54K Hold
250
– – 0.03% 177
2020
Q4 		$54K Hold
250
– – 0.04% 149
2020
Q3 		$50K Hold
250
– – 0.04% 156
2020
Q2 		$50K Sell
250
-72
-22% -$13.9K 0.04% 163
2020
Q1 		$50K Buy
322
+65
+25% +$12.2K 0.05% 153
2019
Q4 		$50K Buy
+257
New +$48.8K 0.04% 166

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
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

Disciplined Investments's ECL Position: Q3 2023 in Review

Disciplined Investments sold out of Ecolab (ECL) in Q3 2023, closing a stake of 262 shares — an estimated $48.9K sold.

Disciplined Investments first reported a position in ECL in Q4 2019 and held it in 15 quarters. The position peaked at $59K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • Disciplined Investments reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 262 Ecolab shares in Q3 2023, an estimated $48.9K.
  • Disciplined Investments first reported a position in Ecolab in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Ecolab position peaked at $59K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.