Elm Advisors’s Ecolab ECL Stock Holding History

Elm Advisors’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	–	Sell	-55	Closed	-$12K	–	134
2020 Q4	$12K	Buy	+55	New	+$11.5K	0.01%	229
2018 Q4	–	Sell	-80	Closed	-$13K	–	127
2018 Q3	$13K	Buy	+80	New	+$11.9K	0.01%	243

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

Elm Advisors's ECL Position: Q1 2021 in Review

Elm Advisors sold out of Ecolab (ECL) in Q1 2021, closing a stake of 55 shares — an estimated $12K sold.

Elm Advisors first reported a position in ECL in Q3 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 1,314 funds tracked by Wall St. Rank hold ECL as of Q1 2021.

Elm Advisors reported no remaining Ecolab position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 55 Ecolab shares in Q1 2021, an estimated $12K.
Elm Advisors first reported a position in Ecolab in Q3 2018 and held it in 2 quarters.
Elm Advisors's Ecolab position peaked at $13K in Q3 2018.
1,314 funds tracked by Wall St. Rank held Ecolab as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.