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Econ Financial Services’s Ecolab ECL Stock Holding History

Econ Financial Services’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
-3,774
Closed -$705K – 73
2023
Q2 		$705K Sell
3,774
-3,810
-50% -$656K 0.5% 65
2023
Q1 		$1.26M Buy
+7,584
New +$1.18M 0.95% 47

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

Econ Financial Services's ECL Position: Q3 2023 in Review

Econ Financial Services sold out of Ecolab (ECL) in Q3 2023, closing a stake of 3,774 shares — an estimated $705K sold.

Econ Financial Services first reported a position in ECL in Q1 2023 and held it in 2 quarters. The position peaked at $1.26M in Q1 2023. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • Econ Financial Services reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 3,774 Ecolab shares in Q3 2023, an estimated $705K.
  • Econ Financial Services first reported a position in Ecolab in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's Ecolab position peaked at $1.26M in Q1 2023.
  • 1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.