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LifePlan Financial’s Ecolab ECL Stock Holding History

LifePlan 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
Q4 		– Sell
-1,906
Closed -$487K – 88
2024
Q3 		$487K Sell
1,906
-1,426
-43% -$349K 0.42% 64
2024
Q2 		$793K Sell
3,332
-194
-6% -$44.8K 0.73% 43
2024
Q1 		$814K Sell
3,526
-703
-17% -$149K 0.75% 43
2023
Q4 		$839K Buy
+4,229
New +$761K 0.84% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $105B AUM 38.07% 1-Year Est. Return

LifePlan Financial's ECL Position: Q4 2024 in Review

LifePlan Financial sold out of Ecolab (ECL) in Q4 2024, closing a stake of 1,906 shares — an estimated $487K sold.

LifePlan Financial first reported a position in ECL in Q4 2023 and held it in 4 quarters. The position peaked at $839K in Q4 2023. 1,560 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • LifePlan Financial reported no remaining Ecolab position as of Q4 2024 after selling out during the quarter.
  • LifePlan Financial sold 1,906 Ecolab shares in Q4 2024, an estimated $487K.
  • LifePlan Financial first reported a position in Ecolab in Q4 2023 and held it in 4 quarters.
  • LifePlan Financial's Ecolab position peaked at $839K in Q4 2023.
  • 1,560 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on LifePlan Financial's 13F filing for Q4 2024, filed 17 Jan 2025.