Halbert Hargrove Global Advisors’s Ecolab ECL Stock Holding History

Halbert Hargrove Global 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
2025 Q2	–	Sell	-24	Closed	-$6.08K	–	411
2025 Q1	$6.08K	Buy	+24	New	+$6.05K	﹤0.01%	293
2016 Q1	–	Sell	-2,162	Closed	-$247K	–	82
2015 Q4	$247K	Sell	2,162 -53	-2%	-$6.23K	0.11%	80
2015 Q3	$243K	Sell	2,215 -2,323	-51%	-$260K	0.12%	77
2015 Q2	$513K	Sell	4,538 -140	-3%	-$16.1K	0.12%	79
2015 Q1	$535K	Buy	4,678 +1,775	+61%	+$195K	0.17%	78
2014 Q4	$303K	Buy	2,903 +861	+42%	+$94.2K	0.15%	84
2014 Q3	$234K	Buy	+2,042	New	+$230K	0.06%	122
2014 Q2	–	Sell	-3,106	Closed	-$335K	–	128
2014 Q1	$335K	Sell	3,106 -300	-9%	-$31.4K	0.1%	72
2013 Q4	$355K	Sell	3,406 -1,479	-30%	-$154K	0.11%	67
2013 Q3	$482K	Sell	4,885 -772	-14%	-$71.8K	0.16%	44
2013 Q2	$482K	Buy	+5,657	New	+$478K	0.18%	47

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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