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Glassman Wealth Services’s Ecolab ECL Stock Holding History

Glassman Wealth Services’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
-283
Closed -$56.1K – 684
2023
Q4 		$56.1K Sell
283
-1
-0.4% -$180 0.01% 426
2023
Q3 		$48.1K Buy
284
+12
+4% +$2.18K 0.01% 431
2023
Q2 		$50.8K Buy
272
+15
+6% +$2.58K 0.01% 409
2023
Q1 		$42.5K Buy
257
+113
+78% +$17.6K 0.01% 443
2022
Q4 		$21K Sell
144
-191
-57% -$28.1K ﹤0.01% 650
2022
Q3 		$48K Buy
335
+102
+44% +$16.5K 0.01% 395
2022
Q2 		$36K Sell
233
-142
-38% -$23.5K 0.01% 463
2022
Q1 		$66K Buy
375
+134
+56% +$25.2K 0.01% 341
2021
Q4 		$57K Buy
241
+27
+13% +$6.1K 0.01% 337
2021
Q3 		$45K Buy
214
+32
+18% +$7.01K 0.01% 388
2021
Q2 		$37K Buy
182
+14
+8% +$3.04K 0.01% 409
2021
Q1 		$36K Buy
168
+19
+13% +$4.04K 0.01% 385
2020
Q4 		$32K Buy
149
+67
+82% +$14K 0.01% 415
2020
Q3 		$16K Buy
82
+22
+37% +$4.4K ﹤0.01% 481
2020
Q2 		$12K Buy
60
+30
+100% +$5.81K ﹤0.01% 458
2020
Q1 		$5K Sell
30
-96
-76% -$18K ﹤0.01% 513
2019
Q4 		$24K Buy
126
+3
+2% +$569 0.01% 349
2019
Q3 		$24K Sell
123
-5
-4% -$1K 0.01% 333
2019
Q2 		$25K Buy
128
+23
+22% +$4.28K 0.01% 335
2019
Q1 		$19K Buy
105
+71
+209% +$11.5K 0.01% 360
2018
Q4 		$5K Sell
34
-11
-24% -$1.68K ﹤0.01% 424
2018
Q3 		$7K Sell
45
-10
-18% -$1.48K ﹤0.01% 434
2018
Q2 		$8K Sell
55
-1
-2% -$144 ﹤0.01% 389
2018
Q1 		$8K Buy
56
+53
+1,767% +$7.13K ﹤0.01% 373
2017
Q4 		$0 Buy
+3
New +$399 ﹤0.01% 699

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glassman Wealth Services's ECL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Ecolab (ECL) in Q1 2024, closing a stake of 283 shares — an estimated $56.1K sold.

Glassman Wealth Services first reported a position in ECL in Q4 2017 and held it in 25 quarters. The position peaked at $66K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 283 Ecolab shares in Q1 2024, an estimated $56.1K.
  • Glassman Wealth Services first reported a position in Ecolab in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Ecolab position peaked at $66K in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.