Fermata Advisors’s Ecolab ECL Stock Holding History

Fermata 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	-1,382	Closed	-$353K	–	275
2024 Q3	$353K	Buy	1,382 +168	+14%	+$41.1K	0.07%	161
2024 Q2	$289K	Buy	+1,214	New	+$281K	0.07%	168

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

Fermata Advisors's ECL Position: Q4 2024 in Review

Fermata Advisors sold out of Ecolab (ECL) in Q4 2024, closing a stake of 1,382 shares — an estimated $353K sold.

Fermata Advisors first reported a position in ECL in Q2 2024 and held it in 2 quarters. The position peaked at $353K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

Fermata Advisors reported no remaining Ecolab position as of Q4 2024 after selling out during the quarter.
Fermata Advisors sold 1,382 Ecolab shares in Q4 2024, an estimated $353K.
Fermata Advisors first reported a position in Ecolab in Q2 2024 and held it in 2 quarters.
Fermata Advisors's Ecolab position peaked at $353K in Q3 2024.
1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Fermata Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.