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Engrave Wealth Partners’s Ecolab ECL Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-56
Closed -$11K – 165
2020
Q2 		$11K Buy
56
+26
+87% +$5.03K 0.01% 235
2020
Q1 		$4K Sell
30
-49
-62% -$9.21K ﹤0.01% 288
2019
Q4 		$15K Buy
+79
New +$15K 0.01% 256

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Engrave Wealth Partners's ECL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ecolab (ECL) in Q3 2020, closing a stake of 56 shares — an estimated $11K sold.

Engrave Wealth Partners first reported a position in ECL in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Ecolab position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 56 Ecolab shares in Q3 2020, an estimated $11K.
  • Engrave Wealth Partners first reported a position in Ecolab in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Ecolab position peaked at $15K in Q4 2019.
  • 1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.