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Legacy Wealth Management (Mississippi)’s Ecolab ECL Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q3 		– Sell
-844
Closed -$201K – 97
2024
Q2 		$201K Buy
+844
New +$195K 0.08% 72
2022
Q1 		– Sell
-1,185
Closed -$278K – 97
2021
Q4 		$278K Buy
1,185
+6
+0.5% +$1.36K 0.14% 96
2021
Q3 		$246K Hold
1,179
– – 0.13% 98
2021
Q2 		$243K Hold
1,179
– – 0.13% 97
2021
Q1 		$252K Sell
1,179
-49
-4% -$10.4K 0.15% 89
2020
Q4 		$266K Hold
1,228
– – 0.17% 83
2020
Q3 		$245K Buy
1,228
+34
+3% +$6.79K 0.17% 93
2020
Q2 		$238K Buy
+1,194
New +$231K 0.18% 94

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ECL Position: Q3 2024 in Review

Legacy Wealth Management (Mississippi) sold out of Ecolab (ECL) in Q3 2024, closing a stake of 844 shares — an estimated $201K sold.

Legacy Wealth Management (Mississippi) first reported a position in ECL in Q2 2020 and held it in 8 quarters. The position peaked at $278K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • Legacy Wealth Management (Mississippi) reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 844 Ecolab shares in Q3 2024, an estimated $201K.
  • Legacy Wealth Management (Mississippi) first reported a position in Ecolab in Q2 2020 and held it in 8 quarters.
  • Legacy Wealth Management (Mississippi)'s Ecolab position peaked at $278K in Q4 2021.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2024, filed 12 Dec 2024.