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Lee Financial’s Ecolab ECL Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-115
Closed -$22.9K – 353
2023
Q4 		$22.9K Hold
115
– – ﹤0.01% 304
2023
Q3 		$19.5K Buy
+115
New +$20.9K ﹤0.01% 301
2023
Q2 		– Hold
0
– – – 771
2023
Q1 		– Sell
-5
Closed -$728 – 849
2022
Q4 		$728 Hold
5
– – ﹤0.01% 789
2022
Q3 		$1K Hold
5
– – ﹤0.01% 750
2022
Q2 		$1K Buy
+5
New +$829 ﹤0.01% 779
2021
Q3 		– Sell
-1,262
Closed -$260K – 703
2021
Q2 		$260K Sell
1,262
-5,158
-80% -$1.12M 0.06% 123
2021
Q1 		$1.38M Sell
6,420
-183
-3% -$38.9K 0.33% 52
2020
Q4 		$1.43M Sell
6,603
-22
-0.3% -$4.6K 0.37% 43
2020
Q3 		$1.32M Sell
6,625
-15
-0.2% -$3K 0.37% 47
2020
Q2 		$1.32M Sell
6,640
-680
-9% -$132K 0.37% 49
2020
Q1 		$1.14M Buy
7,320
+2
+0% +$376 0.38% 43
2019
Q4 		$1.41M Buy
7,318
+73
+1% +$13.9K 0.31% 45
2019
Q3 		$1.43M Buy
7,245
+55
+0.8% +$11K 0.32% 44
2019
Q2 		$1.42M Sell
7,190
-52
-0.7% -$9.67K 0.32% 41
2019
Q1 		$1.28M Buy
7,242
+19
+0.3% +$3.09K 0.3% 46
2018
Q4 		$1.06M Buy
7,223
+2,928
+68% +$447K 0.29% 49
2018
Q3 		$673K Buy
+4,295
New +$637K 0.17% 72
2017
Q1 		– Sell
-54
Closed -$6K – 414
2016
Q4 		$6K Buy
+54
New +$6.32K ﹤0.01% 353

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Lee Financial's ECL Position: Q1 2024 in Review

Lee Financial sold out of Ecolab (ECL) in Q1 2024, closing a stake of 115 shares — an estimated $22.9K sold.

Lee Financial first reported a position in ECL in Q4 2016 and held it in 18 quarters. The position peaked at $1.43M in Q3 2019. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Lee Financial reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 115 Ecolab shares in Q1 2024, an estimated $22.9K.
  • Lee Financial first reported a position in Ecolab in Q4 2016 and held it in 18 quarters.
  • Lee Financial's Ecolab position peaked at $1.43M in Q3 2019.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.