Focused Wealth Management’s Ecolab ECL Stock Holding History

Focused Wealth 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 Q1	–	Sell	-160	Closed	-$31.8K	–	406
2023 Q4	$31.8K	Hold	160	–	–	0.01%	371
2023 Q3	$27.1K	Buy	160 +1	+0.6%	+$182	﹤0.01%	372
2023 Q2	$29.8K	Hold	159	–	–	0.01%	365
2023 Q1	$26.3K	Buy	159 +1	+0.6%	+$156	0.01%	397
2022 Q4	$23K	Hold	158	–	–	﹤0.01%	412
2022 Q3	$23K	Buy	158 +1	+0.6%	+$162	﹤0.01%	369
2022 Q2	$24K	Hold	157	–	–	﹤0.01%	373
2022 Q1	$28K	Sell	157 -3	-2%	-$564	﹤0.01%	380
2021 Q4	$38K	Buy	160 +4	+3%	+$904	0.01%	404
2021 Q3	$33K	Buy	156 +4	+3%	+$877	0.01%	433
2021 Q2	$31K	Buy	152 +1	+0.7%	+$217	0.01%	443
2021 Q1	$32K	Hold	151	–	–	0.01%	433
2020 Q4	$33K	Hold	151	–	–	0.01%	397
2020 Q3	$30K	Buy	151 +1	+0.7%	+$200	0.01%	370
2020 Q2	$30K	Hold	150	–	–	0.01%	357
2020 Q1	$23K	Hold	150	–	–	0.01%	356
2019 Q4	$29K	Hold	150	–	–	0.01%	360
2019 Q3	$30K	Hold	150	–	–	0.01%	343
2019 Q2	$30K	Buy	+150	New	+$27.9K	0.01%	369

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

Focused Wealth Management's ECL Position: Q1 2024 in Review

Focused Wealth Management sold out of Ecolab (ECL) in Q1 2024, closing a stake of 160 shares — an estimated $31.8K sold.

Focused Wealth Management first reported a position in ECL in Q2 2019 and held it in 19 quarters. The position peaked at $38K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

Focused Wealth Management reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 160 Ecolab shares in Q1 2024, an estimated $31.8K.
Focused Wealth Management first reported a position in Ecolab in Q2 2019 and held it in 19 quarters.
Focused Wealth Management's Ecolab position peaked at $38K in Q4 2021.
1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.