LGWM
ECL icon

Litman Gregory Wealth Management’s Ecolab ECL Stock Holding History

Litman Gregory 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
Q1 		– Sell
-25
Closed -$5K – 179
2019
Q4 		$5K Buy
+25
New +$4.75K ﹤0.01% 167
2018
Q2 		– Sell
-315
Closed -$43K – 119
2018
Q1 		$43K Buy
+315
New +$42.4K 0.02% 103

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Litman Gregory Wealth Management's ECL Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Ecolab (ECL) in Q1 2020, closing a stake of 25 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in ECL in Q1 2018 and held it in 2 quarters. The position peaked at $43K in Q1 2018. 1,174 funds tracked by Wall St. Rank hold ECL as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Ecolab position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 25 Ecolab shares in Q1 2020, an estimated $5K.
  • Litman Gregory Wealth Management first reported a position in Ecolab in Q1 2018 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Ecolab position peaked at $43K in Q1 2018.
  • 1,174 funds tracked by Wall St. Rank held Ecolab as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.