Dougherty Wealth Advisers’s Ecolab ECL Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-337	Closed	-$79K	–	133
2021 Q4	$79K	Hold	337	–	–	0.11%	84
2021 Q3	$70K	Hold	337	–	–	0.1%	82
2021 Q2	$69K	Hold	337	–	–	0.1%	82
2021 Q1	$72K	Hold	337	–	–	0.11%	77
2020 Q4	$73K	Hold	337	–	–	0.11%	78
2020 Q3	$67K	Hold	337	–	–	0.23%	77
2020 Q2	$67K	Hold	337	–	–	0.25%	78
2020 Q1	$53K	Hold	337	–	–	0.21%	87
2019 Q4	$65K	Hold	337	–	–	0.2%	91
2019 Q3	$67K	Sell	337 -500	-60%	-$100K	0.22%	82
2019 Q2	$165K	Buy	837 +500	+148%	+$93K	0.47%	47
2019 Q1	$59K	Hold	337	–	–	0.2%	90
2018 Q4	$53K	Buy	+337	New	+$51.5K	0.17%	101

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dougherty Wealth Advisers's ECL Position: Q1 2022 in Review

Dougherty Wealth Advisers sold out of Ecolab (ECL) in Q1 2022, closing a stake of 337 shares — an estimated $79K sold.

Dougherty Wealth Advisers first reported a position in ECL in Q4 2018 and held it in 13 quarters. The position peaked at $165K in Q2 2019. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

Dougherty Wealth Advisers reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 337 Ecolab shares in Q1 2022, an estimated $79K.
Dougherty Wealth Advisers first reported a position in Ecolab in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's Ecolab position peaked at $165K in Q2 2019.
1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.