Encompass Wealth Advisors’s Ecolab ECL Stock Holding History

Encompass Wealth 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
2024 Q4	–	Sell	-5,050	Closed	-$1.29M	–	106
2024 Q3	$1.29M	Hold	5,050	–	–	0.32%	62
2024 Q2	$1.2M	Hold	5,050	–	–	0.32%	63
2024 Q1	$1.17M	Hold	5,050	–	–	0.31%	69
2023 Q4	$1M	Hold	5,050	–	–	0.3%	63
2023 Q3	$855K	Hold	5,050	–	–	0.28%	71
2023 Q2	$943K	Hold	5,050	–	–	0.31%	62
2023 Q1	$836K	Hold	5,050	–	–	0.28%	70
2022 Q4	$735K	Hold	5,050	–	–	0.27%	68
2022 Q3	$729K	Buy	5,050 +1,000	+25%	+$162K	0.28%	65
2022 Q2	$623K	Hold	4,050	–	–	0.22%	82
2022 Q1	$715K	Hold	4,050	–	–	0.18%	95
2021 Q4	$950K	Hold	4,050	–	–	0.23%	76
2021 Q3	$844K	Hold	4,050	–	–	0.22%	86
2021 Q2	$834K	Hold	4,050	–	–	0.21%	92
2021 Q1	$927K	Hold	4,050	–	–	0.24%	83
2020 Q4	$876K	Buy	+4,050	New	+$846K	0.5%	45

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Encompass Wealth Advisors's ECL Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Ecolab (ECL) in Q4 2024, closing a stake of 5,050 shares — an estimated $1.29M sold.

Encompass Wealth Advisors first reported a position in ECL in Q4 2020 and held it in 16 quarters. The position peaked at $1.29M in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

Encompass Wealth Advisors reported no remaining Ecolab position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 5,050 Ecolab shares in Q4 2024, an estimated $1.29M.
Encompass Wealth Advisors first reported a position in Ecolab in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Ecolab position peaked at $1.29M in Q3 2024.
1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.