Lenox Wealth Management’s Ecolab ECL Stock Holding History

Lenox 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
2020 Q2	$24K	Sell	123 -2	-2%	-$387	0.01%	333
2020 Q1	$19K	Buy	+125	New	+$23.5K	0.01%	331

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Management's ECL Position: Q2 2020 in Review

Lenox Wealth Management reduced its Ecolab (ECL) stake by 1.6% in Q2 2020, selling an estimated $387 and leaving 123 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #333.

Lenox Wealth Management first reported a position in ECL in Q1 2020 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold ECL as of Q2 2020.

Lenox Wealth Management held 123 shares of Ecolab worth $24K as of Q2 2020.
Lenox Wealth Management sold 2 Ecolab shares in Q2 2020, an estimated $387.
Ecolab made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #333 holding.
Lenox Wealth Management first reported a position in Ecolab in Q1 2020 and has held it in 2 quarters since.
1,242 funds tracked by Wall St. Rank held Ecolab as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.