Forvis Mazars Wealth Advisors’s Ecolab ECL Stock Holding History

Forvis Mazars Wealth 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
2022 Q3	–	Sell	-1,700	Closed	-$261K	–	388
2022 Q2	$261K	Sell	1,700 -2,515	-60%	-$417K	0.01%	342
2022 Q1	$744K	Sell	4,215 -1,667	-28%	-$313K	0.03%	162
2021 Q4	$1.38M	Buy	5,882 +285	+5%	+$64.4K	0.06%	123
2021 Q3	$1.17M	Sell	5,597 -28	-0.5%	-$6.14K	0.05%	126
2021 Q2	$1.16M	Buy	5,625 +425	+8%	+$92.4K	0.05%	123
2021 Q1	$1.11M	Sell	5,200 -489	-9%	-$104K	0.06%	128
2020 Q4	$1.23M	Buy	5,689 +484	+9%	+$101K	0.06%	135
2020 Q3	$1.04M	Buy	5,205 +607	+13%	+$121K	0.06%	131
2020 Q2	$915K	Buy	4,598 +1,250	+37%	+$242K	0.06%	138
2020 Q1	$522K	Buy	3,348 +2,129	+175%	+$400K	0.04%	164
2019 Q4	$235K	Buy	+1,219	New	+$231K	0.02%	263

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAMS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ECL Position: Q3 2022 in Review

Forvis Mazars Wealth Advisors sold out of Ecolab (ECL) in Q3 2022, closing a stake of 1,700 shares — an estimated $261K sold.

Forvis Mazars Wealth Advisors first reported a position in ECL in Q4 2019 and held it in 11 quarters. The position peaked at $1.38M in Q4 2021. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

Forvis Mazars Wealth Advisors reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 1,700 Ecolab shares in Q3 2022, an estimated $261K.
Forvis Mazars Wealth Advisors first reported a position in Ecolab in Q4 2019 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's Ecolab position peaked at $1.38M in Q4 2021.
1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.