Kings Point Capital Management’s Ecolab ECL Stock Holding History

Kings Point Capital 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
2022 Q1	$222K	Sell	1,260 -27	-2%	-$5.07K	0.02%	194
2021 Q4	$302K	Buy	1,287 +88	+7%	+$19.9K	0.02%	191
2021 Q3	$250K	Hold	1,199	–	–	0.02%	190
2021 Q2	$247K	Buy	1,199 +164	+16%	+$35.6K	0.02%	194
2021 Q1	$222K	Hold	1,035	–	–	0.02%	196
2020 Q4	$224K	Sell	1,035 -121	-10%	-$25.3K	0.02%	177
2020 Q3	$231K	Buy	1,156 +21	+2%	+$4.2K	0.03%	161
2020 Q2	$226K	Hold	1,135	–	–	0.03%	154
2020 Q1	$177K	Hold	1,135	–	–	0.03%	168
2019 Q4	$219K	Hold	1,135	–	–	0.03%	173
2019 Q3	$225K	Hold	1,135	–	–	0.04%	161
2019 Q2	$224K	Buy	1,135 +60	+6%	+$11.2K	0.04%	140
2019 Q1	$190K	Hold	1,075	–	–	0.04%	136
2018 Q4	$158K	Hold	1,075	–	–	0.04%	136
2018 Q3	$169K	Hold	1,075	–	–	0.03%	153
2018 Q2	$151K	Hold	1,075	–	–	0.03%	158
2018 Q1	$147K	Buy	1,075 +50	+5%	+$6.72K	0.03%	155
2017 Q4	$138K	Hold	1,025	–	–	0.03%	165
2017 Q3	$132K	Hold	1,025	–	–	0.03%	161
2017 Q2	$136K	Sell	1,025 -9,660	-90%	-$1.25M	0.03%	160
2017 Q1	$1.34M	Buy	10,685 +1,723	+19%	+$211K	0.31%	74
2016 Q4	$1.05M	Buy	8,962 +8,337	+1,334%	+$976K	0.26%	76
2016 Q3	$76K	Hold	625	–	–	0.02%	162
2016 Q2	$74K	Hold	625	–	–	0.02%	165
2016 Q1	$70K	Buy	625 +200	+47%	+$21.2K	0.02%	165
2015 Q4	$49K	Hold	425	–	–	0.01%	199
2015 Q3	$47K	Hold	425	–	–	0.01%	218
2015 Q2	$48K	Hold	425	–	–	0.01%	216
2015 Q1	$49K	Buy	+425	New	+$46.6K	0.01%	213

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

PAMS

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

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

Kings Point Capital Management's ECL Position: Q1 2022 in Review

Kings Point Capital Management reduced its Ecolab (ECL) stake by 2.1% in Q1 2022, selling an estimated $5.07K and leaving 1,260 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #194.

Kings Point Capital Management first reported a position in ECL in Q1 2015 and has held it in 29 quarters since. The position peaked at $1.34M in Q1 2017. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

Kings Point Capital Management held 1,260 shares of Ecolab worth $222K as of Q1 2022.
Kings Point Capital Management sold 27 Ecolab shares in Q1 2022, an estimated $5.07K.
Ecolab made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #194 holding.
Kings Point Capital Management first reported a position in Ecolab in Q1 2015 and has held it in 29 quarters since.
Kings Point Capital Management's Ecolab position peaked at $1.34M in Q1 2017.
1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.