Luminus Management’s Ecolab ECL Stock Holding History

Luminus 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
2018 Q4	–	Sell	-44,000	Closed	-$6.9K	–	155
2018 Q3	$6.9K	Buy	+44,000	New	+$6.52M	0.11%	98

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 $2.9T AUM 29.55% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luminus Management's ECL Position: Q1 2020 in Review

Luminus Management sold out of Ecolab (ECL) in Q1 2020, closing a stake of 124,512 shares — an estimated $24M sold.

Luminus Management first reported a position in ECL in Q2 2013 and held it in 14 quarters. The position peaked at $43.7M in Q4 2018. 1,172 funds tracked by Wall St. Rank hold ECL as of Q1 2020.

Luminus Management reported no remaining Ecolab position as of Q1 2020 after selling out during the quarter.
Luminus Management sold 124,512 Ecolab shares in Q1 2020, an estimated $24M.
Luminus Management first reported a position in Ecolab in Q2 2013 and held it in 14 quarters.
Luminus Management's Ecolab position peaked at $43.7M in Q4 2018.
1,172 funds tracked by Wall St. Rank held Ecolab as of Q1 2020.

Based on Luminus Management's 13F filing for Q1 2020, filed 15 May 2020.