Lenox Wealth Advisors’s Ecolab ECL Stock Holding History

Lenox Wealth Advisors’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	$11K	Buy	59 +4	+7%	+$751	﹤0.01%	466
2021 Q4	$13K	Buy	55 +15	+38%	+$3.39K	﹤0.01%	472
2021 Q3	$8K	Buy	40 +3	+8%	+$658	﹤0.01%	500
2021 Q2	$8K	Sell	37 -23	-38%	-$5K	﹤0.01%	501
2021 Q1	$13K	Sell	60 -227	-79%	-$48.3K	﹤0.01%	369
2020 Q4	$62K	Hold	287	–	–	0.01%	164
2020 Q3	$57K	Hold	287	–	–	0.01%	151
2020 Q2	$57K	Buy	287 +130	+83%	+$25.2K	0.01%	145
2020 Q1	$24K	Sell	157 -19	-11%	-$3.57K	﹤0.01%	232
2019 Q4	$34K	Hold	176	–	–	0.01%	232
2019 Q3	$35K	Hold	176	–	–	0.01%	188
2019 Q2	$35K	Sell	176 -15	-8%	-$2.79K	0.01%	166
2019 Q1	$34K	Buy	191 +15	+9%	+$2.44K	0.01%	157
2018 Q4	$26K	Sell	176 -79	-31%	-$12.1K	0.01%	176
2018 Q3	$40K	Sell	255 -270	-51%	-$40K	0.01%	154
2018 Q2	$74K	Sell	525 -225	-30%	-$32.5K	0.02%	104
2018 Q1	$103K	Buy	750 +690	+1,150%	+$92.8K	0.02%	99
2017 Q4	$8K	Buy	+60	New	+$7.98K	﹤0.01%	182
2017 Q2	–	Sell	-155	Closed	-$19K	–	104
2017 Q1	$19K	Hold	155	–	–	0.01%	68
2016 Q4	$18K	Sell	155 -30	-16%	-$3.51K	0.01%	84
2016 Q3	$23K	Buy	185 +30	+19%	+$3.62K	0.01%	130
2016 Q2	$18K	Hold	155	–	–	0.01%	140
2016 Q1	$17K	Hold	155	–	–	0.01%	142
2015 Q4	$18K	Hold	155	–	–	0.01%	148
2015 Q3	$17K	Hold	155	–	–	0.01%	147
2015 Q2	$18K	Hold	155	–	–	0.01%	105
2015 Q1	$18K	Hold	155	–	–	0.01%	132
2014 Q4	$16K	Buy	+155	New	+$17K	0.01%	145
2014 Q1	–	Sell	-31	Closed	-$3K	–	231
2013 Q4	$3K	Buy	+31	New	+$3.22K	﹤0.01%	264

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

Lenox Wealth Advisors's ECL Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Ecolab (ECL) stake by 7.3% in Q1 2022, buying an estimated $751 and bringing the position to 59 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Lenox Wealth Advisors first reported a position in ECL in Q4 2013 and has held it in 29 quarters since. The position peaked at $103K in Q1 2018. 1,289 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

Lenox Wealth Advisors held 59 shares of Ecolab worth $11K as of Q1 2022.
Lenox Wealth Advisors bought 4 Ecolab shares in Q1 2022, an estimated $751.
Ecolab made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #466 holding.
Lenox Wealth Advisors first reported a position in Ecolab in Q4 2013 and has held it in 29 quarters since.
Lenox Wealth Advisors's Ecolab position peaked at $103K in Q1 2018.
1,289 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.