Liberty Wealth Management’s Ecolab ECL Stock Holding History

Liberty 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
2021 Q4	–	Sell	-282	Closed	-$61K	–	424
2021 Q3	$61K	Buy	282 +109	+63%	+$23.9K	0.02%	383
2021 Q2	$36K	Buy	173 +39	+29%	+$8.48K	0.01%	387
2021 Q1	$28K	Hold	134	–	–	0.01%	399
2020 Q4	$28K	Hold	134	–	–	0.01%	395
2020 Q3	$27K	Sell	134 -14	-9%	-$2.8K	0.02%	349
2020 Q2	$29K	Buy	148 +21	+17%	+$4.07K	0.02%	322
2020 Q1	$20K	Sell	127 -24	-16%	-$4.51K	0.02%	355
2019 Q4	$29K	Buy	151 +7	+5%	+$1.33K	0.02%	349
2019 Q3	$29K	Sell	144 -14	-9%	-$2.81K	0.03%	329
2019 Q2	$31K	Hold	158	–	–	0.03%	333
2019 Q1	$27K	Sell	158 -31	-16%	-$5.04K	0.02%	297
2018 Q4	$27K	Buy	+189	New	+$28.9K	0.02%	281

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Liberty Wealth Management's ECL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ecolab (ECL) in Q4 2021, closing a stake of 282 shares — an estimated $61K sold.

Liberty Wealth Management first reported a position in ECL in Q4 2018 and held it in 12 quarters. The position peaked at $61K in Q3 2021. 1,377 funds tracked by Wall St. Rank hold ECL as of Q4 2021.

Liberty Wealth Management reported no remaining Ecolab position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 282 Ecolab shares in Q4 2021, an estimated $61K.
Liberty Wealth Management first reported a position in Ecolab in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Ecolab position peaked at $61K in Q3 2021.
1,377 funds tracked by Wall St. Rank held Ecolab as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.