OWMIAS
ECL icon

One Wealth Management Investment & Advisory Services’s Ecolab ECL Stock Holding History

One Wealth Management Investment & Advisory Services’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
-882
Closed -$210K – 70
2024
Q2 		$210K Sell
882
-85
-9% -$19.6K 0.08% 124
2024
Q1 		$223K Buy
+967
New +$205K 0.09% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ECL Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Ecolab (ECL) in Q3 2024, closing a stake of 882 shares — an estimated $210K sold.

One Wealth Management Investment & Advisory Services first reported a position in ECL in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 882 Ecolab shares in Q3 2024, an estimated $210K.
  • One Wealth Management Investment & Advisory Services first reported a position in Ecolab in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Ecolab position peaked at $223K in Q1 2024.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.