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Next Financial Group’s Ecolab ECL Stock Holding History

Next Financial Group’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
Q4 		$670K Sell
2,853
-17
-0.6% -$3.84K 0.04% 430
2021
Q3 		$600K Buy
2,870
+369
+15% +$80.9K 0.05% 397
2021
Q2 		$516K Buy
2,501
+106
+4% +$23K 0.04% 451
2021
Q1 		$514K Sell
2,395
-66
-3% -$14K 0.05% 407
2020
Q4 		$534K Buy
2,461
+469
+24% +$98K 0.05% 351
2020
Q3 		$399K Buy
1,992
+437
+28% +$87.3K 0.04% 402
2020
Q2 		$310K Sell
1,555
-146
-9% -$28.3K 0.04% 405
2020
Q1 		$266K Sell
1,701
-6
-0.4% -$1.13K 0.03% 458
2019
Q4 		$330K Buy
1,707
+57
+3% +$10.8K 0.03% 488
2019
Q3 		$327K Sell
1,650
-724
-30% -$145K 0.04% 468
2019
Q2 		$469K Buy
2,374
+191
+9% +$35.5K 0.05% 362
2019
Q1 		$386K Buy
2,183
+1,524
+231% +$248K 0.1% 171
2018
Q4 		$97K Buy
659
+305
+86% +$46.6K 0.02% 598
2018
Q3 		$56K Buy
+354
New +$52.5K 0.03% 517
2017
Q4 		– Sell
-564
Closed -$76K – 540
2017
Q3 		$76K Sell
564
-711
-56% -$93.5K 0.02% 573
2017
Q2 		$169K Sell
1,275
-100
-7% -$12.9K 0.04% 401
2017
Q1 		$177K Sell
1,375
-244
-15% -$29.8K 0.05% 337
2016
Q4 		$190K Sell
1,619
-245
-13% -$28.7K 0.03% 484
2016
Q3 		$227K Sell
1,864
-842
-31% -$102K 0.04% 432
2016
Q2 		$320K Sell
2,706
-609
-18% -$71K 0.1% 206
2016
Q1 		$369K Sell
3,315
-799
-19% -$84.9K 0.13% 167
2015
Q4 		$470K Buy
4,114
+9
+0.2% +$1.06K 0.18% 135
2015
Q3 		$450K Buy
4,105
+164
+4% +$18.4K 0.16% 141
2015
Q2 		$445K Buy
3,941
+65
+2% +$7.47K 0.15% 151
2015
Q1 		$443K Sell
3,876
-100
-3% -$11K 0.14% 154
2014
Q4 		$416K Sell
3,976
-809
-17% -$88.5K 0.14% 162
2014
Q3 		$549K Buy
4,785
+135
+3% +$15.2K 0.11% 209
2014
Q2 		$507K Buy
+4,650
New +$498K 0.26% 81

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Next Financial Group's ECL Position: Q4 2021 in Review

Next Financial Group reduced its Ecolab (ECL) stake by 0.59% in Q4 2021, selling an estimated $3.84K and leaving 2,853 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #430.

Next Financial Group first reported a position in ECL in Q2 2014 and has held it in 28 quarters since. 1,377 funds tracked by Wall St. Rank hold ECL as of Q4 2021.

  • Next Financial Group held 2,853 shares of Ecolab worth $670K as of Q4 2021.
  • Next Financial Group sold 17 Ecolab shares in Q4 2021, an estimated $3.84K.
  • Ecolab made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #430 holding.
  • Next Financial Group first reported a position in Ecolab in Q2 2014 and has held it in 28 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Ecolab as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.