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Optimal Asset Management’s Ecolab ECL Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-556,015
Closed -$812K – 375
2020
Q4 		$812K Hold
556,015
– – 0.12% 273
2020
Q3 		$809K Buy
+556,015
New +$111M 0.12% 260
2020
Q1 		– Sell
-1,200
Closed -$232K – 398
2019
Q4 		$232K Buy
+1,200
New +$228K 0.04% 379

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Optimal Asset Management's ECL Position: Q1 2021 in Review

Optimal Asset Management sold out of Ecolab (ECL) in Q1 2021, closing a stake of 556,015 shares — an estimated $812K sold.

Optimal Asset Management first reported a position in ECL in Q4 2019 and held it in 3 quarters. The position peaked at $812K in Q4 2020. 1,314 funds tracked by Wall St. Rank hold ECL as of Q1 2021.

  • Optimal Asset Management reported no remaining Ecolab position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 556,015 Ecolab shares in Q1 2021, an estimated $812K.
  • Optimal Asset Management first reported a position in Ecolab in Q4 2019 and held it in 3 quarters.
  • Optimal Asset Management's Ecolab position peaked at $812K in Q4 2020.
  • 1,314 funds tracked by Wall St. Rank held Ecolab as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.