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Lighthouse Financial Advisors’s Ecolab ECL Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.53M Sell
11,820
-354
-3% -$75.3K 0.77% 44
2020
Q4 		$2.63M Buy
12,174
+108
+0.9% +$22.6K 0.89% 38
2020
Q3 		$2.41M Buy
12,066
+106
+0.9% +$21.2K 0.92% 32
2020
Q2 		$2.36M Buy
11,960
+159
+1% +$30.8K 0.99% 27
2020
Q1 		$1.83M Buy
11,801
+1,512
+15% +$284K 1.11% 30
2019
Q4 		$1.99M Buy
+10,289
New +$1.95M 0.93% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's ECL Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Ecolab (ECL) stake by 2.9% in Q1 2021, selling an estimated $75.3K and leaving 11,820 shares worth $2.53M. The position accounts for 0.77% of the portfolio, ranked #44.

Lighthouse Financial Advisors first reported a position in ECL in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2020. 1,314 funds tracked by Wall St. Rank hold ECL as of Q1 2021.

  • Lighthouse Financial Advisors held 11,820 shares of Ecolab worth $2.53M as of Q1 2021.
  • Lighthouse Financial Advisors sold 354 Ecolab shares in Q1 2021, an estimated $75.3K.
  • Ecolab made up 0.77% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #44 holding.
  • Lighthouse Financial Advisors first reported a position in Ecolab in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Ecolab position peaked at $2.63M in Q4 2020.
  • 1,314 funds tracked by Wall St. Rank held Ecolab as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.