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Evergreen Wealth Solutions’s Ecolab ECL Stock Holding History

Evergreen Wealth Solutions’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
Q2 		– Sell
-2,269
Closed -$524K – 122
2024
Q1 		$524K Sell
2,269
-587
-21% -$124K 0.39% 59
2023
Q4 		$567K Sell
2,856
-290
-9% -$52.2K 0.48% 50
2023
Q3 		$533K Sell
3,146
-234
-7% -$42.6K 0.54% 52
2023
Q2 		$631K Sell
3,380
-132
-4% -$22.7K 0.64% 46
2023
Q1 		$581K Buy
3,512
+105
+3% +$16.4K 0.67% 48
2022
Q4 		$496K Buy
3,407
+46
+1% +$6.76K 0.65% 49
2022
Q3 		$485K Sell
3,361
-507
-13% -$82.2K 0.69% 46
2022
Q2 		$595K Sell
3,868
-188
-5% -$31.2K 0.73% 45
2022
Q1 		$716K Buy
4,056
+16
+0.4% +$3K 0.69% 34
2021
Q4 		$948K Buy
+4,040
New +$913K 0.86% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Evergreen Wealth Solutions's ECL Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of Ecolab (ECL) in Q2 2024, closing a stake of 2,269 shares — an estimated $524K sold.

Evergreen Wealth Solutions first reported a position in ECL in Q4 2021 and held it in 10 quarters. The position peaked at $948K in Q4 2021. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,269 Ecolab shares in Q2 2024, an estimated $524K.
  • Evergreen Wealth Solutions first reported a position in Ecolab in Q4 2021 and held it in 10 quarters.
  • Evergreen Wealth Solutions's Ecolab position peaked at $948K in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.