Heritage Wealth Management (Arizona)’s Ecolab ECL Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$261K	Buy	1,790 +905	+102%	+$133K	0.04%	309
2022 Q3	$128K	Buy	885 +2	+0.2%	+$324	0.04%	302
2022 Q2	$136K	Sell	883 -11	-1%	-$1.82K	0.05%	304
2022 Q1	$158K	Buy	+894	New	+$168K	0.04%	310
2021 Q3	$275K	Sell	1,317 -77	-6%	-$16.9K	0.1%	167
2021 Q2	$287K	Buy	1,394 +176	+14%	+$38.3K	0.11%	160
2021 Q1	$261K	Buy	+1,218	New	+$259K	0.15%	118

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Heritage Wealth Management (Arizona)'s ECL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Ecolab (ECL) stake by 102% in Q4 2022, buying an estimated $133K and bringing the position to 1,790 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #309.

Heritage Wealth Management (Arizona) first reported a position in ECL in Q1 2021 and has held it in 7 quarters since. The position peaked at $287K in Q2 2021. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,790 shares of Ecolab worth $261K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 905 Ecolab shares in Q4 2022, an estimated $133K.
Ecolab made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #309 holding.
Heritage Wealth Management (Arizona) first reported a position in Ecolab in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Ecolab position peaked at $287K in Q2 2021.
1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.