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Jacobson & Schmitt Advisors’s Ecolab ECL Stock Holding History

Jacobson & Schmitt Advisors’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
Q1 		– Sell
-38,491
Closed -$9.03M – 64
2021
Q4 		$9.03M Buy
38,491
+342
+0.9% +$77.3K 2.19% 23
2021
Q3 		$7.96M Sell
38,149
-581
-2% -$127K 2.19% 24
2021
Q2 		$7.98M Sell
38,730
-891
-2% -$194K 2.26% 24
2021
Q1 		$8.48M Buy
39,621
+1,350
+4% +$287K 2.75% 18
2020
Q4 		$8.28M Sell
38,271
-815
-2% -$170K 2.81% 19
2020
Q3 		$7.81M Sell
39,086
-2,808
-7% -$561K 2.97% 17
2020
Q2 		$8.34M Buy
41,894
+58
+0.1% +$11.2K 3.58% 14
2020
Q1 		$6.52M Sell
41,836
-573
-1% -$108K 3.69% 11
2019
Q4 		$8.19M Sell
42,409
-1,136
-3% -$216K 4.07% 6
2019
Q3 		$8.62M Sell
43,545
-11,208
-20% -$2.25M 4.82% 5
2019
Q2 		$10.8M Sell
54,753
-201
-0.4% -$37.4K 6.26% 2
2019
Q1 		$9.7M Buy
54,954
+356
+0.7% +$57.8K 6.04% 2
2018
Q4 		$8.04M Sell
54,598
-459
-0.8% -$70.1K 5.81% 2
2018
Q3 		$8.63M Sell
55,057
-840
-2% -$125K 5.39% 2
2018
Q2 		$7.84M Sell
55,897
-81
-0.1% -$11.7K 5.19% 3
2018
Q1 		$7.67M Sell
55,978
-1,079
-2% -$145K 5.19% 3
2017
Q4 		$7.66M Buy
57,057
+203
+0.4% +$27K 5.17% 3
2017
Q3 		$7.31M Buy
56,854
+406
+0.7% +$53.4K 4.87% 2
2017
Q2 		$7.49M Buy
56,448
+1,358
+2% +$175K 5.07% 2
2017
Q1 		$6.91M Buy
55,090
+501
+0.9% +$61.3K 4.8% 3
2016
Q4 		$6.4M Buy
54,589
+24,884
+84% +$2.91M 5.03% 3
2016
Q3 		$3.62M Buy
29,705
+1,173
+4% +$142K 2.89% 19
2016
Q2 		$3.38M Sell
28,532
-16
-0.1% -$1.86K 2.87% 23
2016
Q1 		$3.18M Buy
28,548
+452
+2% +$48K 2.79% 23
2015
Q4 		$3.21M Buy
28,096
+493
+2% +$58K 2.92% 16
2015
Q3 		$3.03M Sell
27,603
-265
-1% -$29.7K 2.99% 16
2015
Q2 		$3.15M Sell
27,868
-409
-1% -$47K 2.9% 18
2015
Q1 		$3.23M Buy
28,277
+246
+0.9% +$27K 3.12% 18
2014
Q4 		$2.93M Buy
+28,031
New +$3.07M 2.86% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacobson & Schmitt Advisors's ECL Position: Q1 2022 in Review

Jacobson & Schmitt Advisors sold out of Ecolab (ECL) in Q1 2022, closing a stake of 38,491 shares — an estimated $9.03M sold.

Jacobson & Schmitt Advisors first reported a position in ECL in Q4 2014 and held it in 29 quarters. The position peaked at $10.8M in Q2 2019. 1,289 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

  • Jacobson & Schmitt Advisors reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 38,491 Ecolab shares in Q1 2022, an estimated $9.03M.
  • Jacobson & Schmitt Advisors first reported a position in Ecolab in Q4 2014 and held it in 29 quarters.
  • Jacobson & Schmitt Advisors's Ecolab position peaked at $10.8M in Q2 2019.
  • 1,289 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2022, filed 6 May 2022.