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HCR Wealth Advisors’s Ecolab ECL Stock Holding History

HCR 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
Q2 		– Sell
-6,175
Closed -$1.09M – 186
2022
Q1 		$1.09M Sell
6,175
-1,045
-14% -$196K 0.18% 92
2021
Q4 		$1.69M Sell
7,220
-318
-4% -$71.9K 0.26% 79
2021
Q3 		$1.57M Sell
7,538
-34
-0.4% -$7.45K 0.26% 81
2021
Q2 		$1.56M Buy
7,572
+40
+0.5% +$8.69K 0.27% 78
2021
Q1 		$1.61M Sell
7,532
-663
-8% -$141K 0.32% 71
2020
Q4 		$1.77M Buy
8,195
+60
+0.7% +$12.5K 0.37% 55
2020
Q3 		$1.61M Sell
8,135
-149
-2% -$29.8K 0.37% 56
2020
Q2 		$1.66M Buy
8,284
+4
+0% +$774 0.39% 44
2020
Q1 		$1.29M Sell
8,280
-427
-5% -$80.2K 0.37% 50
2019
Q4 		$1.68M Buy
8,707
+152
+2% +$28.9K 0.41% 47
2019
Q3 		$1.69M Buy
8,555
+1,360
+19% +$273K 0.56% 40
2019
Q2 		$1.42M Sell
7,195
-466
-6% -$86.6K 0.4% 47
2019
Q1 		$1.35M Sell
7,661
-1,804
-19% -$293K 0.39% 51
2018
Q4 		$1.4M Buy
9,465
+44
+0.5% +$6.72K 0.45% 49
2018
Q3 		$1.41M Buy
9,421
+277
+3% +$41.1K 0.46% 54
2018
Q2 		$1.29M Buy
9,144
+708
+8% +$102K 0.42% 54
2018
Q1 		$1.16M Buy
8,436
+272
+3% +$36.6K 0.4% 60
2017
Q4 		$1.09M Buy
8,164
+6,514
+395% +$867K 0.38% 62
2017
Q3 		$212K Hold
1,650
– – 0.09% 151
2017
Q2 		$219K Buy
+1,650
New +$213K 0.11% 127
2017
Q1 		– Sell
-2,208
Closed -$259K – 155
2016
Q4 		$259K Buy
+2,208
New +$258K 0.14% 116

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCR Wealth Advisors's ECL Position: Q2 2022 in Review

HCR Wealth Advisors sold out of Ecolab (ECL) in Q2 2022, closing a stake of 6,175 shares — an estimated $1.09M sold.

HCR Wealth Advisors first reported a position in ECL in Q4 2016 and held it in 21 quarters. The position peaked at $1.77M in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • HCR Wealth Advisors reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 6,175 Ecolab shares in Q2 2022, an estimated $1.09M.
  • HCR Wealth Advisors first reported a position in Ecolab in Q4 2016 and held it in 21 quarters.
  • HCR Wealth Advisors's Ecolab position peaked at $1.77M in Q4 2020.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.