Ergoteles’s Ecolab ECL Stock Holding History

Ergoteles’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	-12,913	Closed	-$2.41M	–	286
2023 Q2	$2.41M	Buy	12,913 +1,382	+12%	+$238K	0.12%	229
2023 Q1	$1.91M	Buy	+11,531	New	+$1.8M	0.07%	285
2022 Q4	–	Sell	-6,039	Closed	-$872K	–	1558
2022 Q3	$872K	Buy	+6,039	New	+$980K	0.03%	540
2022 Q1	–	Sell	-1,107	Closed	-$260K	–	1325
2021 Q4	$260K	Buy	+1,107	New	+$250K	0.01%	913
2021 Q1	–	Sell	-24,971	Closed	-$5.4M	–	861
2020 Q4	$5.4M	Buy	+24,971	New	+$5.22M	0.18%	127

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ergoteles's ECL Position: Q3 2023 in Review

Ergoteles sold out of Ecolab (ECL) in Q3 2023, closing a stake of 12,913 shares — an estimated $2.41M sold.

Ergoteles first reported a position in ECL in Q4 2020 and held it in 5 quarters. The position peaked at $5.4M in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

Ergoteles reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 12,913 Ecolab shares in Q3 2023, an estimated $2.41M.
Ergoteles first reported a position in Ecolab in Q4 2020 and held it in 5 quarters.
Ergoteles's Ecolab position peaked at $5.4M in Q4 2020.
1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.