MinichMacGregor Wealth Management’s Ecolab ECL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-49	Closed	-$7.13K	–	241
2022 Q4	$7.13K	Buy	+49	New	+$7.2K	﹤0.01%	443
2018 Q4	–	Sell	-273	Closed	-$42K	–	203
2018 Q3	$42K	Buy	273 +19	+7%	+$2.82K	0.03%	132
2018 Q2	$35K	Hold	254	–	–	0.02%	141
2018 Q1	$34K	Sell	254 -7	-3%	-$941	0.03%	141
2017 Q4	$35K	Sell	261 -4	-2%	-$532	0.03%	139
2017 Q3	$34K	Hold	265	–	–	0.03%	136
2017 Q2	$35K	Sell	265 -9	-3%	-$1.16K	0.03%	122
2017 Q1	$34K	Sell	274 -5	-2%	-$611	0.03%	128
2016 Q4	$32K	Buy	279 +2	+0.7%	+$234	0.03%	137
2016 Q3	$33K	Sell	277 -2	-0.7%	-$241	0.03%	147
2016 Q2	$33K	Buy	279 +11	+4%	+$1.28K	0.03%	136
2016 Q1	$29K	Buy	268 +132	+97%	+$14K	0.03%	141
2015 Q4	$15K	Buy	+136	New	+$16K	0.01%	183

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

MinichMacGregor Wealth Management's ECL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Ecolab (ECL) in Q1 2023, closing a stake of 49 shares — an estimated $7.13K sold.

MinichMacGregor Wealth Management first reported a position in ECL in Q4 2015 and held it in 13 quarters. The position peaked at $42K in Q3 2018. 1,250 funds tracked by Wall St. Rank hold ECL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Ecolab position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 49 Ecolab shares in Q1 2023, an estimated $7.13K.
MinichMacGregor Wealth Management first reported a position in Ecolab in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Ecolab position peaked at $42K in Q3 2018.
1,250 funds tracked by Wall St. Rank held Ecolab as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.