Keudell/Morrison Wealth Management’s Ecolab ECL Stock Holding History

Keudell/Morrison Wealth Management’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
2021 Q2	–	Sell	-1,011	Closed	-$216K	–	170
2021 Q1	$216K	Sell	1,011 -91	-8%	-$19.4K	0.13%	156
2020 Q4	$238K	Sell	1,102 -14	-1%	-$2.92K	0.15%	140
2020 Q3	$223K	Buy	1,116 +21	+2%	+$4.2K	0.14%	132
2020 Q2	$218K	Buy	+1,095	New	+$212K	0.18%	127
2020 Q1	–	Sell	-1,117	Closed	-$216K	–	144
2019 Q4	$216K	Sell	1,117 -4	-0.4%	-$759	0.15%	138
2019 Q3	$222K	Sell	1,121 -68	-6%	-$13.6K	0.18%	134
2019 Q2	$238K	Sell	1,189 -30	-2%	-$5.58K	0.21%	122
2019 Q1	$215K	Buy	+1,219	New	+$198K	0.19%	124

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

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

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

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

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

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

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

Keudell/Morrison Wealth Management's ECL Position: Q2 2021 in Review

Keudell/Morrison Wealth Management sold out of Ecolab (ECL) in Q2 2021, closing a stake of 1,011 shares — an estimated $216K sold.

Keudell/Morrison Wealth Management first reported a position in ECL in Q1 2019 and held it in 8 quarters. The position peaked at $238K in Q4 2020. 1,329 funds tracked by Wall St. Rank hold ECL as of Q2 2021.

Keudell/Morrison Wealth Management reported no remaining Ecolab position as of Q2 2021 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 1,011 Ecolab shares in Q2 2021, an estimated $216K.
Keudell/Morrison Wealth Management first reported a position in Ecolab in Q1 2019 and held it in 8 quarters.
Keudell/Morrison Wealth Management's Ecolab position peaked at $238K in Q4 2020.
1,329 funds tracked by Wall St. Rank held Ecolab as of Q2 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.