Kaizen Advisory’s Ecolab ECL Stock Holding History

Kaizen Advisory’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
2018 Q4	$100K	Buy	681 +41	+6%	+$6.26K	0.07%	222
2018 Q3	$100K	Hold	640	–	–	0.05%	229
2018 Q2	$90K	Buy	640 +386	+152%	+$55.7K	0.05%	240
2018 Q1	$35K	Hold	254	–	–	0.03%	244
2017 Q4	$34K	Buy	+254	New	+$33.8K	0.02%	238

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kaizen Advisory's ECL Position: Q4 2018 in Review

Kaizen Advisory increased its Ecolab (ECL) stake by 6.4% in Q4 2018, buying an estimated $6.26K and bringing the position to 681 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #222.

Kaizen Advisory first reported a position in ECL in Q4 2017 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold ECL as of Q4 2018.

Kaizen Advisory held 681 shares of Ecolab worth $100K as of Q4 2018.
Kaizen Advisory bought 41 Ecolab shares in Q4 2018, an estimated $6.26K.
Ecolab made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #222 holding.
Kaizen Advisory first reported a position in Ecolab in Q4 2017 and has held it in 5 quarters since.
1,085 funds tracked by Wall St. Rank held Ecolab as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.