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Intelligent Financial Strategies’s Ecolab ECL Stock Holding History

Intelligent Financial Strategies’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
2023
Q4 		– Sell
-150
Closed -$25.5K – 82
2023
Q3 		$25.5K Hold
150
– – 0.02% 75
2023
Q2 		$28.1K Hold
150
– – 0.02% 75
2023
Q1 		$24.9K Hold
150
– – 0.02% 78
2022
Q4 		$21.9K Hold
150
– – 0.02% 83
2022
Q3 		$22K Hold
150
– – 0.02% 78
2022
Q2 		$23K Hold
150
– – 0.02% 78
2022
Q1 		$26K Hold
150
– – 0.03% 85
2021
Q4 		$35K Buy
+150
New +$33.9K 0.03% 83

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intelligent Financial Strategies's ECL Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of Ecolab (ECL) in Q4 2023, closing a stake of 150 shares — an estimated $25.5K sold.

Intelligent Financial Strategies first reported a position in ECL in Q4 2021 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • Intelligent Financial Strategies reported no remaining Ecolab position as of Q4 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 150 Ecolab shares in Q4 2023, an estimated $25.5K.
  • Intelligent Financial Strategies first reported a position in Ecolab in Q4 2021 and held it in 8 quarters.
  • Intelligent Financial Strategies's Ecolab position peaked at $35K in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.