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Institutional & Family Asset Management’s Ecolab ECL Stock Holding History

Institutional & Family Asset Management’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 		$13.3K Buy
56
+4
+8% +$924 ﹤0.01% 389
2024
Q1 		$12K Hold
52
– – ﹤0.01% 387
2023
Q4 		$10.3K Hold
52
– – ﹤0.01% 387
2023
Q3 		$8.81K Hold
52
– – ﹤0.01% 396
2023
Q2 		$9.71K Hold
52
– – ﹤0.01% 391
2023
Q1 		$8.61K Hold
52
– – ﹤0.01% 397
2022
Q4 		$7.57K Buy
52
+13
+33% +$1.91K ﹤0.01% 407
2022
Q3 		$6K Sell
39
-25
-39% -$4.06K ﹤0.01% 447
2022
Q2 		$10K Sell
64
-13
-17% -$2.16K ﹤0.01% 385
2022
Q1 		$14K Hold
77
– – ﹤0.01% 398
2021
Q4 		$18K Sell
77
-2,356
-97% -$533K ﹤0.01% 381
2021
Q3 		$508K Buy
2,433
+4
+0.2% +$877 0.08% 121
2021
Q2 		$500K Sell
2,429
-1,195
-33% -$260K 0.08% 122
2021
Q1 		$776K Hold
3,624
– – 0.15% 102
2020
Q4 		$784K Hold
3,624
– – 0.16% 98
2020
Q3 		$724K Hold
3,624
– – 0.17% 96
2020
Q2 		$721K Buy
3,624
+18
+0.5% +$3.48K 0.15% 98
2020
Q1 		$562K Sell
3,606
-11
-0.3% -$2.07K 0.13% 100
2019
Q4 		$698K Buy
3,617
+799
+28% +$152K 0.15% 107
2019
Q3 		$558K Sell
2,818
-106
-4% -$21.2K 0.12% 111
2019
Q2 		$577K Sell
2,924
-27
-0.9% -$5.02K 0.12% 110
2019
Q1 		$521K Sell
2,951
-45
-2% -$7.31K 0.11% 115
2018
Q4 		$441K Hold
2,996
– – 0.1% 114
2018
Q3 		$470K Sell
2,996
-3
-0.1% -$445 0.09% 120
2018
Q2 		$421K Sell
2,999
-1
-0% -$144 0.09% 124
2018
Q1 		$411K Buy
+3,000
New +$403K 0.09% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Institutional & Family Asset Management's ECL Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Ecolab (ECL) stake by 7.7% in Q2 2024, buying an estimated $924 and bringing the position to 56 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Institutional & Family Asset Management first reported a position in ECL in Q1 2018 and has held it in 26 quarters since. The position peaked at $784K in Q4 2020. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Institutional & Family Asset Management held 56 shares of Ecolab worth $13.3K as of Q2 2024.
  • Institutional & Family Asset Management bought 4 Ecolab shares in Q2 2024, an estimated $924.
  • Ecolab made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #389 holding.
  • Institutional & Family Asset Management first reported a position in Ecolab in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Ecolab position peaked at $784K in Q4 2020.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.