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Long Island Wealth Management’s Ecolab ECL Stock Holding History

Long Island 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
2024
Q1 		– Sell
-12
Closed -$2K – 168
2023
Q4 		$2K Buy
+12
New +$2.16K ﹤0.01% 339

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Long Island Wealth Management's ECL Position: Q1 2024 in Review

Long Island Wealth Management sold out of Ecolab (ECL) in Q1 2024, closing a stake of 12 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in ECL in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Long Island Wealth Management reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 12 Ecolab shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Ecolab in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Ecolab position peaked at $2K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.