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MPS Loria Financial Planners’s Ecolab ECL Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-23
Closed -$4K – 242
2021
Q1 		$4K Hold
23
– – ﹤0.01% 361
2020
Q4 		$5K Buy
+23
New +$4.8K ﹤0.01% 361

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's ECL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ecolab (ECL) in Q2 2021, closing a stake of 23 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in ECL in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 1,329 funds tracked by Wall St. Rank hold ECL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ecolab position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 23 Ecolab shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in Ecolab in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Ecolab position peaked at $5K in Q4 2020.
  • 1,329 funds tracked by Wall St. Rank held Ecolab as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.