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Live Oak Private Wealth’s Ecolab ECL Stock Holding History

Live Oak Private Wealth’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
2022
Q1 		– Sell
-1,575
Closed -$369K – 174
2021
Q4 		$369K Hold
1,575
– – 0.07% 141
2021
Q3 		$329K Buy
+1,575
New +$345K 0.07% 145
2020
Q1 		– Sell
-1,269
Closed -$245K – 77
2019
Q4 		$245K Buy
+1,269
New +$241K 0.24% 69

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Oak Private Wealth's ECL Position: Q1 2022 in Review

Live Oak Private Wealth sold out of Ecolab (ECL) in Q1 2022, closing a stake of 1,575 shares — an estimated $369K sold.

Live Oak Private Wealth first reported a position in ECL in Q4 2019 and held it in 3 quarters. The position peaked at $369K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

  • Live Oak Private Wealth reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 1,575 Ecolab shares in Q1 2022, an estimated $369K.
  • Live Oak Private Wealth first reported a position in Ecolab in Q4 2019 and held it in 3 quarters.
  • Live Oak Private Wealth's Ecolab position peaked at $369K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Live Oak Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.