Fortem Financial Group’s Ecolab ECL Stock Holding History

Fortem Financial Group’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
2022 Q1	–	Sell	-899	Closed	-$211K	–	173
2021 Q4	$211K	Buy	+899	New	+$203K	0.1%	163
2021 Q2	–	Sell	-1,261	Closed	-$270K	–	167
2021 Q1	$270K	Hold	1,261	–	–	0.16%	143
2020 Q4	$273K	Buy	1,261 +51	+4%	+$10.7K	0.16%	126
2020 Q3	$242K	Sell	1,210 -2,800	-70%	-$560K	0.18%	125
2020 Q2	$798K	Buy	4,010 +121	+3%	+$23.4K	0.62%	57
2020 Q1	$606K	Sell	3,889 -1,728	-31%	-$325K	0.55%	74
2019 Q4	$1.08M	Sell	5,617 -862	-13%	-$164K	0.8%	48
2019 Q3	$1.28M	Sell	6,479 -2,457	-27%	-$492K	1.09%	42
2019 Q2	$1.76M	Sell	8,936 -341	-4%	-$63.4K	1.77%	12
2019 Q1	$1.64M	Buy	9,277 +94	+1%	+$15.3K	1.7%	16
2018 Q4	$1.35M	Buy	+9,183	New	+$1.4M	1.63%	23

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortem Financial Group's ECL Position: Q1 2022 in Review

Fortem Financial Group sold out of Ecolab (ECL) in Q1 2022, closing a stake of 899 shares — an estimated $211K sold.

Fortem Financial Group first reported a position in ECL in Q4 2018 and held it in 11 quarters. The position peaked at $1.76M in Q2 2019. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

Fortem Financial Group reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
Fortem Financial Group sold 899 Ecolab shares in Q1 2022, an estimated $211K.
Fortem Financial Group first reported a position in Ecolab in Q4 2018 and held it in 11 quarters.
Fortem Financial Group's Ecolab position peaked at $1.76M in Q2 2019.
1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.