Iowa State Bank’s Ecolab ECL Stock Holding History

Iowa State Bank’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 Q3	–	Sell	-1,769	Closed	-$330K	–	108
2023 Q2	$330K	Sell	1,769 -239	-12%	-$41.1K	0.08%	96
2023 Q1	$332K	Sell	2,008 -1,733	-46%	-$270K	0.08%	98
2022 Q4	$545K	Sell	3,741 -9,702	-72%	-$1.43M	0.14%	85
2022 Q3	$1.94M	Buy	13,443 +69	+0.5%	+$11.2K	0.55%	67
2022 Q2	$2.06M	Buy	13,374 +216	+2%	+$35.8K	0.55%	67
2022 Q1	$2.32M	Buy	13,158 +1,320	+11%	+$248K	0.54%	65
2021 Q4	$2.78M	Buy	11,838 +1,694	+17%	+$383K	0.65%	58
2021 Q3	$2.12M	Buy	10,144 +312	+3%	+$68.4K	0.59%	60
2021 Q2	$2.02M	Sell	9,832 -67	-0.7%	-$14.6K	0.57%	62
2021 Q1	$2.12M	Buy	9,899 +327	+3%	+$69.6K	0.64%	60
2020 Q4	$2.07M	Sell	9,572 -374	-4%	-$78.1K	0.69%	54
2020 Q3	$1.99M	Sell	9,946 -151	-1%	-$30.2K	0.77%	48
2020 Q2	$2.01M	Buy	10,097 +18	+0.2%	+$3.48K	0.87%	44
2020 Q1	$1.57M	Sell	10,079 -857	-8%	-$161K	0.74%	49
2019 Q4	$2.11M	Sell	10,936 -391	-3%	-$74.2K	0.75%	47
2019 Q3	$2.24M	Sell	11,327 -757	-6%	-$152K	0.85%	43
2019 Q2	$2.39M	Sell	12,084 -433	-3%	-$80.5K	1.06%	36
2019 Q1	$2.21M	Sell	12,517 -361	-3%	-$58.6K	1.01%	37
2018 Q4	$1.9M	Sell	12,878 -166	-1%	-$25.4K	0.96%	37
2018 Q3	$2.04M	Sell	13,044 -235	-2%	-$34.8K	0.91%	38
2018 Q2	$1.86M	Sell	13,279 -1,129	-8%	-$163K	0.89%	38
2018 Q1	$1.98M	Sell	14,408 -132	-0.9%	-$17.8K	0.96%	35
2017 Q4	$1.95M	Sell	14,540 -391	-3%	-$52K	0.88%	39
2017 Q3	$1.92M	Sell	14,931 -373	-2%	-$49K	0.9%	38
2017 Q2	$2.03M	Sell	15,304 -1,533	-9%	-$198K	0.97%	41
2017 Q1	$2.11M	Sell	16,837 -249	-1%	-$30.4K	1.03%	39
2016 Q4	$2M	Buy	17,086 +161	+1%	+$18.8K	1.03%	39
2016 Q3	$2.06M	Sell	16,925 -305	-2%	-$36.8K	1.1%	38
2016 Q2	$2.04M	Sell	17,230 -270	-2%	-$31.5K	1.11%	38
2016 Q1	$1.95M	Sell	17,500 -85	-0.5%	-$9.03K	1.1%	37
2015 Q4	$2.01M	Sell	17,585 -225	-1%	-$26.5K	1.19%	37
2015 Q3	$1.95M	Hold	17,810	–	–	1.34%	33
2015 Q2	$2.01M	Buy	17,810 +225	+1%	+$25.9K	1.27%	37
2015 Q1	$2.01M	Buy	17,585 +70	+0.4%	+$7.67K	1.28%	37
2014 Q4	$1.83M	Sell	17,515 -197	-1%	-$21.6K	1.16%	39
2014 Q3	$2.03M	Buy	17,712 +265	+2%	+$29.8K	1.36%	35
2014 Q2	$1.94M	Buy	17,447 +160	+0.9%	+$17.1K	1.31%	37
2014 Q1	$1.87M	Sell	17,287 -185	-1%	-$19.4K	1.33%	35
2013 Q4	$1.82M	Sell	17,472 -1,050	-6%	-$109K	1.34%	34
2013 Q3	$1.83M	Sell	18,522 -1,030	-5%	-$95.8K	1.43%	33
2013 Q2	$1.67M	Buy	+19,552	New	+$1.65M	1.37%	32

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Iowa State Bank's ECL Position: Q3 2023 in Review

Iowa State Bank sold out of Ecolab (ECL) in Q3 2023, closing a stake of 1,769 shares — an estimated $330K sold.

Iowa State Bank first reported a position in ECL in Q2 2013 and held it in 41 quarters. The position peaked at $2.78M in Q4 2021. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

Iowa State Bank reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
Iowa State Bank sold 1,769 Ecolab shares in Q3 2023, an estimated $330K.
Iowa State Bank first reported a position in Ecolab in Q2 2013 and held it in 41 quarters.
Iowa State Bank's Ecolab position peaked at $2.78M in Q4 2021.
1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Iowa State Bank's 13F filing for Q3 2023, filed 24 Oct 2023.