Lumature Wealth Partners’s Ecolab ECL Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$282K	Sell	1,511 -19	-1%	-$3.27K	0.17%	116
2023 Q1	$253K	Buy	1,530 +98	+7%	+$15.3K	0.14%	127
2022 Q4	$208K	Sell	1,432 -103	-7%	-$15.1K	0.12%	146
2022 Q3	$222K	Buy	1,535 +69	+5%	+$11.2K	0.12%	138
2022 Q2	$225K	Buy	1,466 +145	+11%	+$24K	0.1%	151
2022 Q1	$233K	Buy	1,321 +28	+2%	+$5.26K	0.09%	161
2021 Q4	$303K	Buy	1,293 +209	+19%	+$47.2K	0.12%	124
2021 Q3	$226K	Buy	1,084 +209	+24%	+$45.8K	0.09%	135
2021 Q2	$180K	Buy	875 +510	+140%	+$111K	0.07%	146
2021 Q1	$78K	Buy	+365	New	+$77.7K	0.04%	190

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lumature Wealth Partners's ECL Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Ecolab (ECL) stake by 1.2% in Q2 2023, selling an estimated $3.27K and leaving 1,511 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #116.

Lumature Wealth Partners first reported a position in ECL in Q1 2021 and has held it in 10 quarters since. The position peaked at $303K in Q4 2021. 1,281 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

Lumature Wealth Partners held 1,511 shares of Ecolab worth $282K as of Q2 2023.
Lumature Wealth Partners sold 19 Ecolab shares in Q2 2023, an estimated $3.27K.
Ecolab made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #116 holding.
Lumature Wealth Partners first reported a position in Ecolab in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Ecolab position peaked at $303K in Q4 2021.
1,281 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.