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Laidlaw Wealth Management’s Ecolab ECL Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-2,320
Closed -$433K – 294
2023
Q2 		$433K Sell
2,320
-64
-3% -$11K 0.08% 216
2023
Q1 		$395K Sell
2,384
-194
-8% -$30.2K 0.08% 228
2022
Q4 		$375K Sell
2,578
-174
-6% -$25.6K 0.08% 229
2022
Q3 		$397K Sell
2,752
-90
-3% -$14.6K 0.09% 201
2022
Q2 		$437K Sell
2,842
-222
-7% -$36.8K 0.09% 214
2022
Q1 		$541K Sell
3,064
-414
-12% -$77.8K 0.09% 205
2021
Q4 		$816K Buy
+3,478
New +$786K 0.13% 161
2021
Q1 		– Sell
-3,992
Closed -$864K – 257
2020
Q4 		$864K Buy
+3,992
New +$834K 0.18% 139

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laidlaw Wealth Management's ECL Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Ecolab (ECL) in Q3 2023, closing a stake of 2,320 shares — an estimated $433K sold.

Laidlaw Wealth Management first reported a position in ECL in Q4 2020 and held it in 8 quarters. The position peaked at $864K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,320 Ecolab shares in Q3 2023, an estimated $433K.
  • Laidlaw Wealth Management first reported a position in Ecolab in Q4 2020 and held it in 8 quarters.
  • Laidlaw Wealth Management's Ecolab position peaked at $864K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.