LWM Advisory Services’s Ecolab ECL Stock Holding History

LWM Advisory 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
2022 Q4	–	Sell	-1,497	Closed	-$216K	–	97
2022 Q3	$216K	Buy	+1,497	New	+$243K	0.24%	113

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

LWM Advisory Services's ECL Position: Q4 2022 in Review

LWM Advisory Services sold out of Ecolab (ECL) in Q4 2022, closing a stake of 1,497 shares — an estimated $216K sold.

LWM Advisory Services first reported a position in ECL in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

LWM Advisory Services reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,497 Ecolab shares in Q4 2022, an estimated $216K.
LWM Advisory Services first reported a position in Ecolab in Q3 2022 and held it in 1 quarter.
LWM Advisory Services's Ecolab position peaked at $216K in Q3 2022.
1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.