HoyleCohen’s Ecolab ECL Stock Holding History

HoyleCohen’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
2024 Q2	$392K	Sell	1,647 -30	-2%	-$6.93K	0.03%	207
2024 Q1	$387K	Hold	1,677	–	–	0.03%	215
2023 Q4	$333K	Hold	1,677	–	–	0.03%	220
2023 Q3	$284K	Sell	1,677 -70	-4%	-$12.7K	0.03%	218
2023 Q2	$326K	Hold	1,747	–	–	0.03%	215
2023 Q1	$289K	Hold	1,747	–	–	0.03%	225
2022 Q4	$254K	Hold	1,747	–	–	0.03%	239
2022 Q3	$252K	Hold	1,747	–	–	0.03%	223
2022 Q2	$269K	Hold	1,747	–	–	0.03%	221
2022 Q1	$308K	Hold	1,747	–	–	0.03%	223
2021 Q4	$410K	Buy	1,747 +5	+0.3%	+$1.13K	0.03%	208
2021 Q3	$363K	Hold	1,742	–	–	0.03%	205
2021 Q2	$359	Hold	1,742	–	–	0.03%	206
2021 Q1	$373K	Hold	1,742	–	–	0.04%	202
2020 Q4	$377K	Hold	1,742	–	–	0.04%	181
2020 Q3	$348K	Hold	1,742	–	–	0.05%	162
2020 Q2	$347K	Sell	1,742 -5	-0.3%	-$968	0.06%	146
2020 Q1	$272K	Hold	1,747	–	–	0.05%	156
2019 Q4	$337K	Hold	1,747	–	–	0.05%	162
2019 Q3	$346K	Sell	1,747 -142	-8%	-$28.5K	0.06%	159
2019 Q2	$373K	Hold	1,889	–	–	0.06%	150
2019 Q1	$333K	Buy	1,889 +142	+8%	+$23.1K	0.06%	149
2018 Q4	$257K	Hold	1,747	–	–	0.05%	150
2018 Q3	$274K	Hold	1,747	–	–	0.05%	148
2018 Q2	$245K	Hold	1,747	–	–	0.05%	143
2018 Q1	$239K	Buy	1,747 +115	+7%	+$15.5K	0.05%	143
2017 Q4	$219K	Buy	+1,632	New	+$217K	0.04%	144

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

HoyleCohen's ECL Position: Q2 2024 in Review

HoyleCohen reduced its Ecolab (ECL) stake by 1.8% in Q2 2024, selling an estimated $6.93K and leaving 1,647 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #207.

HoyleCohen first reported a position in ECL in Q4 2017 and has held it in 27 quarters since. The position peaked at $410K in Q4 2021. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

HoyleCohen held 1,647 shares of Ecolab worth $392K as of Q2 2024.
HoyleCohen sold 30 Ecolab shares in Q2 2024, an estimated $6.93K.
Ecolab made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #207 holding.
HoyleCohen first reported a position in Ecolab in Q4 2017 and has held it in 27 quarters since.
HoyleCohen's Ecolab position peaked at $410K in Q4 2021.
1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.