Halpern Financial’s Ecolab ECL Stock Holding History

Halpern Financial’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
2021 Q4	–	Sell	-69	Closed	-$14.4K	–	263
2021 Q3	$14.4K	Buy	+69	New	+$15.1K	0.01%	148

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Halpern Financial's ECL Position: Q4 2021 in Review

Halpern Financial sold out of Ecolab (ECL) in Q4 2021, closing a stake of 69 shares — an estimated $14.4K sold.

Halpern Financial first reported a position in ECL in Q3 2021 and held it in 1 quarter. The position peaked at $14.4K in Q3 2021. 1,377 funds tracked by Wall St. Rank hold ECL as of Q4 2021.

Halpern Financial reported no remaining Ecolab position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 69 Ecolab shares in Q4 2021, an estimated $14.4K.
Halpern Financial first reported a position in Ecolab in Q3 2021 and held it in 1 quarter.
Halpern Financial's Ecolab position peaked at $14.4K in Q3 2021.
1,377 funds tracked by Wall St. Rank held Ecolab as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.