Founders Financial Securities’s Ecolab ECL Stock Holding History

Founders Financial Securities’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	-1,905	Closed	-$293K	–	307
2022 Q2	$293K	Sell	1,905 -1,182	-38%	-$196K	0.06%	197
2022 Q1	$545K	Buy	3,087 +273	+10%	+$51.3K	0.1%	162
2021 Q4	$660K	Sell	2,814 -1,336	-32%	-$302K	0.12%	144
2021 Q3	$866K	Buy	4,150 +233	+6%	+$51.1K	0.17%	116
2021 Q2	$807K	Buy	3,917 +182	+5%	+$39.6K	0.16%	133
2021 Q1	$800K	Buy	3,735 +694	+23%	+$148K	0.18%	114
2020 Q4	$658K	Buy	+3,041	New	+$635K	0.16%	107
2020 Q3	–	Sell	-1,999	Closed	-$398K	–	175
2020 Q2	$398K	Buy	1,999 +530	+36%	+$103K	0.13%	110
2020 Q1	$229K	Buy	1,469 +348	+31%	+$65.4K	0.09%	116
2019 Q4	$216K	Buy	+1,121	New	+$213K	0.07%	120

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

Founders Financial Securities's ECL Position: Q3 2022 in Review

Founders Financial Securities sold out of Ecolab (ECL) in Q3 2022, closing a stake of 1,905 shares — an estimated $293K sold.

Founders Financial Securities first reported a position in ECL in Q4 2019 and held it in 10 quarters. The position peaked at $866K in Q3 2021. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

Founders Financial Securities reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
Founders Financial Securities sold 1,905 Ecolab shares in Q3 2022, an estimated $293K.
Founders Financial Securities first reported a position in Ecolab in Q4 2019 and held it in 10 quarters.
Founders Financial Securities's Ecolab position peaked at $866K in Q3 2021.
1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on Founders Financial Securities's 13F filing for Q3 2022, filed 27 Oct 2022.