Morningstar Investment Management’s Ecopetrol EC Stock Holding History

Morningstar Investment Management’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,727	Closed	-$232K	–	216
2024 Q3	$232K	Hold	26,727	–	–	0.02%	190
2024 Q2	$299K	Hold	26,727	–	–	0.03%	154
2024 Q1	$316K	Buy	26,727 +6,331	+31%	+$73.3K	0.03%	155
2023 Q4	$243K	Hold	20,396	–	–	0.03%	170
2023 Q3	$236K	Buy	20,396 +3,214	+19%	+$36.8K	0.03%	144
2023 Q2	$176K	Hold	17,182	–	–	0.02%	173
2023 Q1	$181K	Hold	17,182	–	–	0.03%	86
2022 Q4	$180K	Hold	17,182	–	–	0.03%	86
2022 Q3	$153K	Hold	17,182	–	–	0.03%	42
2022 Q2	$187K	Sell	17,182 -27,275	-61%	-$434K	0.04%	42
2022 Q1	$827K	Sell	44,457 -4,878	-10%	-$76.8K	0.16%	42
2021 Q4	$636K	Sell	49,335 -5,489	-10%	-$78.3K	0.1%	47
2021 Q3	$773K	Buy	+54,824	New	+$744K	0.13%	40

Other funds holding EC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MCP

Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

Morningstar Investment Management's EC Position: Q4 2024 in Review

Morningstar Investment Management sold out of Ecopetrol (EC) in Q4 2024, closing a stake of 26,727 shares — an estimated $232K sold.

Morningstar Investment Management first reported a position in EC in Q3 2021 and held it in 13 quarters. The position peaked at $827K in Q1 2022. 125 funds tracked by Wall St. Rank hold EC as of Q4 2024.

Morningstar Investment Management reported no remaining Ecopetrol position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Management sold 26,727 Ecopetrol shares in Q4 2024, an estimated $232K.
Morningstar Investment Management first reported a position in Ecopetrol in Q3 2021 and held it in 13 quarters.
Morningstar Investment Management's Ecopetrol position peaked at $827K in Q1 2022.
125 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2024.

Based on Morningstar Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.