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Fernwood Investment Management’s Ecolab ECL Stock Holding History

Fernwood Investment Management’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 		$236K Hold
1,007
– – 0.08% 149
2024
Q3 		$257K Hold
1,007
– – 0.08% 161
2024
Q2 		$240K Hold
1,007
– – 0.07% 175
2024
Q1 		$233K Buy
+1,007
New +$214K 0.07% 180
2022
Q1 		– Sell
-1,007
Closed -$236K – 206
2021
Q4 		$236K Buy
+1,007
New +$228K 0.08% 182
2021
Q2 		– Sell
-953
Closed -$204K – 201
2021
Q1 		$204K Hold
953
– – 0.08% 183
2020
Q4 		$206K Buy
+953
New +$199K 0.08% 177

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fernwood Investment Management's ECL Position: Q4 2024 in Review

Fernwood Investment Management held its Ecolab (ECL) position steady in Q4 2024 at 1,007 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #149.

Fernwood Investment Management first reported a position in ECL in Q4 2020 and has held it in 7 quarters since. The position peaked at $257K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Fernwood Investment Management held 1,007 shares of Ecolab worth $236K as of Q4 2024.
  • Fernwood Investment Management left its Ecolab share count unchanged in Q4 2024.
  • Ecolab made up 0.08% of Fernwood Investment Management's portfolio in Q4 2024, its #149 holding.
  • Fernwood Investment Management first reported a position in Ecolab in Q4 2020 and has held it in 7 quarters since.
  • Fernwood Investment Management's Ecolab position peaked at $257K in Q3 2024.
  • 1,560 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.