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Lucia Wealth Services’s Ecolab ECL Stock Holding History

Lucia Wealth Services’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
Q3 		$13K Hold
65
– – ﹤0.01% 174
2020
Q2 		$13K Buy
+65
New +$12.6K ﹤0.01% 171
2020
Q1 		– Sell
-65
Closed -$13K – 196
2019
Q4 		$13K Hold
65
– – ﹤0.01% 177
2019
Q3 		$13K Hold
65
– – ﹤0.01% 157
2019
Q2 		$13K Buy
+65
New +$12.1K ﹤0.01% 164
2019
Q1 		– Sell
-65
Closed -$10K – 193
2018
Q4 		$10K Hold
65
– – ﹤0.01% 161
2018
Q3 		$10K Buy
+65
New +$9.64K ﹤0.01% 206

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lucia Wealth Services's ECL Position: Q3 2020 in Review

Lucia Wealth Services held its Ecolab (ECL) position steady in Q3 2020 at 65 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Lucia Wealth Services first reported a position in ECL in Q3 2018 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

  • Lucia Wealth Services held 65 shares of Ecolab worth $13K as of Q3 2020.
  • Lucia Wealth Services left its Ecolab share count unchanged in Q3 2020.
  • Ecolab made up ﹤0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #174 holding.
  • Lucia Wealth Services first reported a position in Ecolab in Q3 2018 and has held it in 7 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.