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Kapstone Financial Advisors’s Ecolab ECL Stock Holding History

Kapstone Financial 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
2023
Q4 		– Sell
-1,211
Closed -$205K – 98
2023
Q3 		$205K Hold
1,211
– – 0.18% 85
2023
Q2 		$224K Hold
1,211
– – 0.19% 88
2023
Q1 		$202K Buy
+1,211
New +$189K 0.18% 90

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 $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kapstone Financial Advisors's ECL Position: Q4 2023 in Review

Kapstone Financial Advisors sold out of Ecolab (ECL) in Q4 2023, closing a stake of 1,211 shares — an estimated $205K sold.

Kapstone Financial Advisors first reported a position in ECL in Q1 2023 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 1,361 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • Kapstone Financial Advisors reported no remaining Ecolab position as of Q4 2023 after selling out during the quarter.
  • Kapstone Financial Advisors sold 1,211 Ecolab shares in Q4 2023, an estimated $205K.
  • Kapstone Financial Advisors first reported a position in Ecolab in Q1 2023 and held it in 3 quarters.
  • Kapstone Financial Advisors's Ecolab position peaked at $224K in Q2 2023.
  • 1,361 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on Kapstone Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.