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Marks Group Wealth Management’s Ecolab ECL Stock Holding History

Marks Group 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
2020
Q3 		– Sell
-20,802
Closed -$4.15M – 248
2020
Q2 		$4.15M Sell
20,802
-2,742
-12% -$531K 0.84% 51
2020
Q1 		$3.66M Buy
23,544
+395
+2% +$74.2K 0.95% 38
2019
Q4 		$4.47M Buy
+23,149
New +$4.39M 0.88% 46

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

Marks Group Wealth Management's ECL Position: Q3 2020 in Review

Marks Group Wealth Management sold out of Ecolab (ECL) in Q3 2020, closing a stake of 20,802 shares — an estimated $4.15M sold.

Marks Group Wealth Management first reported a position in ECL in Q4 2019 and held it in 3 quarters. The position peaked at $4.47M in Q4 2019. 1,240 funds tracked by Wall St. Rank hold ECL as of Q3 2020.

  • Marks Group Wealth Management reported no remaining Ecolab position as of Q3 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 20,802 Ecolab shares in Q3 2020, an estimated $4.15M.
  • Marks Group Wealth Management first reported a position in Ecolab in Q4 2019 and held it in 3 quarters.
  • Marks Group Wealth Management's Ecolab position peaked at $4.47M in Q4 2019.
  • 1,240 funds tracked by Wall St. Rank held Ecolab as of Q3 2020.

Based on Marks Group Wealth Management's 13F filing for Q3 2020, filed 10 Nov 2020.