Joho Capital’s Ecolab ECL Stock Holding History

Joho Capital’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 Q4	–	Sell	-9,420	Closed	-$1.36M	–	17
2022 Q3	$1.36M	Hold	9,420	–	–	0.38%	12
2022 Q2	$1.45M	Buy	9,420 +1,700	+22%	+$282K	0.33%	11
2022 Q1	$1.36M	Hold	7,720	–	–	0.19%	16
2021 Q4	$1.81M	Hold	7,720	–	–	0.25%	16
2021 Q3	$1.61M	Hold	7,720	–	–	0.22%	18
2021 Q2	$1.59M	Hold	7,720	–	–	0.23%	19
2021 Q1	$1.65M	Buy	7,720 +2,800	+57%	+$596K	0.26%	18
2020 Q4	$1.06M	Buy	+4,920	New	+$1.03M	0.18%	15

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Joho Capital's ECL Position: Q4 2022 in Review

Joho Capital sold out of Ecolab (ECL) in Q4 2022, closing a stake of 9,420 shares — an estimated $1.36M sold.

Joho Capital first reported a position in ECL in Q4 2020 and held it in 8 quarters. The position peaked at $1.81M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

Joho Capital reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
Joho Capital sold 9,420 Ecolab shares in Q4 2022, an estimated $1.36M.
Joho Capital first reported a position in Ecolab in Q4 2020 and held it in 8 quarters.
Joho Capital's Ecolab position peaked at $1.81M in Q4 2021.
1,220 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Joho Capital's 13F filing for Q4 2022, filed 14 Feb 2023.