ML&R Wealth Management’s Ecolab ECL Stock Holding History

ML&R 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 Q3	–	Sell	-14,214	Closed	-$2.65M	–	77
2023 Q2	$2.65M	Buy	+14,214	New	+$2.45M	0.59%	26

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

ML&R Wealth Management's ECL Position: Q3 2023 in Review

ML&R Wealth Management sold out of Ecolab (ECL) in Q3 2023, closing a stake of 14,214 shares — an estimated $2.65M sold.

ML&R Wealth Management first reported a position in ECL in Q2 2023 and held it in 1 quarter. The position peaked at $2.65M in Q2 2023. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

ML&R Wealth Management reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 14,214 Ecolab shares in Q3 2023, an estimated $2.65M.
ML&R Wealth Management first reported a position in Ecolab in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Ecolab position peaked at $2.65M in Q2 2023.
1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.