FDx Advisors’s Ecolab ECL Stock Holding History

FDx 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 Q1	–	Sell	-2,031	Closed	-$403K	–	433
2023 Q4	$403K	Buy	2,031 +318	+19%	+$57.2K	0.03%	450
2023 Q3	$290K	Sell	1,713 -1,640	-49%	-$298K	0.02%	483
2023 Q2	$626K	Buy	3,353 +1,923	+134%	+$331K	0.03%	395
2023 Q1	$208K	Hold	1,430	–	–	0.01%	699
2022 Q4	$208K	Sell	1,430 -139	-9%	-$20.4K	0.01%	699
2022 Q3	$227K	Sell	1,569 -2,077	-57%	-$337K	0.01%	651
2022 Q2	$561K	Sell	3,646 -3,481	-49%	-$577K	0.02%	444
2022 Q1	$1.26M	Buy	7,127 +412	+6%	+$77.4K	0.04%	283
2021 Q4	$1.57M	Sell	6,715 -2,463	-27%	-$557K	0.04%	269
2021 Q3	$1.92M	Buy	9,178 +3,646	+66%	+$799K	0.06%	216
2021 Q2	$1.14M	Buy	5,532 +236	+4%	+$51.3K	0.04%	308
2021 Q1	$1.13M	Buy	5,296 +684	+15%	+$146K	0.04%	273
2020 Q4	$998K	Buy	4,612 +284	+7%	+$59.3K	0.04%	271
2020 Q3	$865K	Buy	4,328 +110	+3%	+$22K	0.04%	260
2020 Q2	$839K	Sell	4,218 -540	-11%	-$105K	0.04%	259
2020 Q1	$741K	Buy	4,758 +259	+6%	+$48.7K	0.05%	239
2019 Q4	$868K	Buy	4,499 +94	+2%	+$17.8K	0.05%	247
2019 Q3	$872K	Sell	4,405 -6,196	-58%	-$1.24M	0.06%	240
2019 Q2	$2.09M	Buy	10,601 +1,293	+14%	+$240K	0.08%	188
2019 Q1	$1.64M	Buy	9,308 +4,334	+87%	+$704K	0.07%	212
2018 Q4	$733K	Sell	4,974 -5,049	-50%	-$771K	0.06%	235
2018 Q3	$1.57M	Buy	10,023 +670	+7%	+$99.3K	0.06%	252
2018 Q2	$1.31M	Sell	9,353 -1,869	-17%	-$270K	0.05%	311
2018 Q1	$1.54M	Sell	11,222 -14,300	-56%	-$1.92M	0.05%	362
2017 Q4	$3.42M	Sell	25,522 -203	-0.8%	-$27K	0.09%	185
2017 Q3	$3.31M	Buy	25,725 +53	+0.2%	+$6.97K	0.09%	184
2017 Q2	$3.41M	Sell	25,672 -754	-3%	-$97.4K	0.1%	163
2017 Q1	$3.31M	Sell	26,426 -3,762	-12%	-$460K	0.1%	190
2016 Q4	$3.54M	Buy	30,188 +3,677	+14%	+$430K	0.1%	188
2016 Q3	$3.23M	Sell	26,511 -1,746	-6%	-$211K	0.13%	131
2016 Q2	$3.35M	Sell	28,257 -3,674	-12%	-$428K	0.15%	117
2016 Q1	$3.56M	Sell	31,931 -1,329	-4%	-$141K	0.16%	110
2015 Q4	$3.8M	Buy	33,260 +5,435	+20%	+$639K	0.17%	106
2015 Q3	$3.05M	Sell	27,825 -6,053	-18%	-$677K	0.26%	70
2015 Q2	$3.82M	Buy	33,878 +4,878	+17%	+$561K	0.19%	96
2015 Q1	$3.32M	Sell	29,000 -3,419	-11%	-$375K	0.07%	207
2014 Q4	$3.39M	Sell	32,419 -414	-1%	-$45.3K	0.21%	89
2014 Q3	$3.77M	Buy	32,833 +2,073	+7%	+$233K	0.24%	75
2014 Q2	$3.42M	Buy	30,760 +10,448	+51%	+$1.12M	0.22%	93
2014 Q1	$2.19M	Buy	20,312 +10,152	+100%	+$1.06M	0.18%	122
2013 Q4	$1.06M	Buy	10,160 +4,259	+72%	+$443K	0.11%	188
2013 Q3	$583K	Sell	5,901 -367	-6%	-$34.1K	0.07%	265
2013 Q2	$534K	Buy	+6,268	New	+$529K	0.07%	241

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

FDx Advisors's ECL Position: Q1 2024 in Review

FDx Advisors sold out of Ecolab (ECL) in Q1 2024, closing a stake of 2,031 shares — an estimated $403K sold.

FDx Advisors first reported a position in ECL in Q2 2013 and held it in 43 quarters. The position peaked at $3.82M in Q2 2015. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

FDx Advisors reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 2,031 Ecolab shares in Q1 2024, an estimated $403K.
FDx Advisors first reported a position in Ecolab in Q2 2013 and held it in 43 quarters.
FDx Advisors's Ecolab position peaked at $3.82M in Q2 2015.
1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.