Lake Street Advisors Group’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$404K Sell
1,721
-69
-4% -$17.2K 0.02% 371
2024
Q3
$458K Buy
1,790
+6
+0.3% +$1.47K 0.02% 350
2024
Q2
$426K Sell
1,784
-4
-0.2% -$924 0.02% 354
2024
Q1
$414K Buy
1,788
+74
+4% +$15.7K 0.02% 372
2023
Q4
$341K Buy
+1,714
New +$308K 0.02% 405
2021
Q3
Sell
-1,869
Closed -$410K 289
2021
Q2
$410K Sell
1,869
-54
-3% -$11.7K 0.03% 194
2021
Q1
$412K Buy
1,923
+8
+0.4% +$1.7K 0.03% 178
2020
Q4
$414K Buy
1,915
+21
+1% +$4.39K 0.03% 171
2020
Q3
$379K Sell
1,894
-3
-0.2% -$599 0.04% 172
2020
Q2
$377K Sell
1,897
-8
-0.4% -$1.55K 0.04% 165
2020
Q1
$297K Buy
1,905
+507
+36% +$95.3K 0.04% 178
2019
Q4
$270K Buy
1,398
+79
+6% +$15K 0.03% 203
2019
Q3
$257K Sell
1,319
-196
-13% -$39.3K 0.03% 178
2019
Q2
$299K Buy
1,515
+49
+3% +$9.11K 0.03% 155
2019
Q1
$259K Sell
1,466
-239
-14% -$38.8K 0.03% 172
2018
Q4
$251K Buy
+1,705
New +$260K 0.03% 155
2018
Q3
Sell
-2,195
Closed -$308K 246
2018
Q2
$308K Sell
2,195
-537
-20% -$77.5K 0.03% 217
2018
Q1
$374K Sell
2,732
-140
-5% -$18.8K 0.04% 164
2017
Q4
$385K Buy
+2,872
New +$382K 0.04% 171

Other funds holding ECL

Lake Street Advisors Group's ECL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Ecolab (ECL) stake by 3.9% in Q4 2024, selling an estimated $17.2K and leaving 1,721 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #371.

Lake Street Advisors Group first reported a position in ECL in Q4 2017 and has held it in 19 quarters since. The position peaked at $458K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Lake Street Advisors Group held 1,721 shares of Ecolab worth $404K as of Q4 2024.
  • Lake Street Advisors Group sold 69 Ecolab shares in Q4 2024, an estimated $17.2K.
  • Ecolab made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #371 holding.
  • Lake Street Advisors Group first reported a position in Ecolab in Q4 2017 and has held it in 19 quarters since.
  • Lake Street Advisors Group's Ecolab position peaked at $458K in Q3 2024.
  • 1,560 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.