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Heritage Financial Services’s Ecolab ECL Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-44
Closed -$6K – 181
2022
Q2 		$6K Buy
+44
New +$7.3K ﹤0.01% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's ECL Position: Q3 2022 in Review

Heritage Financial Services sold out of Ecolab (ECL) in Q3 2022, closing a stake of 44 shares — an estimated $6K sold.

Heritage Financial Services first reported a position in ECL in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

  • Heritage Financial Services reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 44 Ecolab shares in Q3 2022, an estimated $6K.
  • Heritage Financial Services first reported a position in Ecolab in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Ecolab position peaked at $6K in Q2 2022.
  • 1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.