New England Research & Management’s Ecolab ECL Stock Holding History

New England Research & 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
2024 Q3	–	Sell	-900	Closed	-$214K	–	165
2024 Q2	$214K	Buy	+900	New	+$208K	0.1%	163
2023 Q1	–	Sell	-3,750	Closed	-$546K	–	152
2022 Q4	$546K	Buy	+3,750	New	+$551K	0.31%	104
2021 Q2	–	Sell	-3,850	Closed	-$824K	–	177
2021 Q1	$824K	Hold	3,850	–	–	0.45%	75
2020 Q4	$833K	Buy	3,850 +100	+3%	+$20.9K	0.52%	67
2020 Q3	$749K	Buy	3,750 +875	+30%	+$175K	0.54%	67
2020 Q2	$572K	Buy	2,875 +775	+37%	+$150K	0.41%	83
2020 Q1	$327K	Buy	+2,100	New	+$395K	0.28%	101

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

New England Research & Management's ECL Position: Q3 2024 in Review

New England Research & Management sold out of Ecolab (ECL) in Q3 2024, closing a stake of 900 shares — an estimated $214K sold.

New England Research & Management first reported a position in ECL in Q1 2020 and held it in 7 quarters. The position peaked at $833K in Q4 2020. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

New England Research & Management reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
New England Research & Management sold 900 Ecolab shares in Q3 2024, an estimated $214K.
New England Research & Management first reported a position in Ecolab in Q1 2020 and held it in 7 quarters.
New England Research & Management's Ecolab position peaked at $833K in Q4 2020.
1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on New England Research & Management's 13F filing for Q3 2024, filed 7 Oct 2024.