Orgel Wealth Management’s Ecolab ECL Stock Holding History

Orgel Wealth 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
2022 Q2	–	Sell	-1,200	Closed	-$212K	–	67
2022 Q1	$212K	Hold	1,200	–	–	0.01%	63
2021 Q4	$282K	Hold	1,200	–	–	0.03%	49
2021 Q3	$250K	Sell	1,200 -1,314	-52%	-$288K	0.03%	49
2021 Q2	$247K	Buy	2,514 +1,314	+110%	+$286K	0.03%	49
2021 Q1	$257K	Hold	1,200	–	–	0.04%	46
2020 Q4	$260K	Hold	1,200	–	–	0.05%	44
2020 Q3	$240K	Sell	1,200 -50	-4%	-$9.99K	0.07%	45
2020 Q2	$249K	Buy	+1,250	New	+$242K	0.09%	37
2020 Q1	–	Sell	-1,200	Closed	-$232K	–	41
2019 Q4	$232K	Hold	1,200	–	–	0.06%	45
2019 Q3	$238K	Hold	1,200	–	–	0.09%	38
2019 Q2	$237K	Hold	1,200	–	–	0.09%	34
2019 Q1	$212K	Buy	+1,200	New	+$195K	0.07%	37
2017 Q2	–	Sell	-1,875	Closed	-$236K	–	29
2017 Q1	$236K	Sell	1,875 -21	-1%	-$2.57K	0.1%	20
2016 Q4	$222K	Buy	1,896 +21	+1%	+$2.46K	0.14%	20
2016 Q3	$228K	Buy	+1,875	New	+$226K	0.16%	18

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orgel Wealth Management's ECL Position: Q2 2022 in Review

Orgel Wealth Management sold out of Ecolab (ECL) in Q2 2022, closing a stake of 1,200 shares — an estimated $212K sold.

Orgel Wealth Management first reported a position in ECL in Q3 2016 and held it in 15 quarters. The position peaked at $282K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

Orgel Wealth Management reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
Orgel Wealth Management sold 1,200 Ecolab shares in Q2 2022, an estimated $212K.
Orgel Wealth Management first reported a position in Ecolab in Q3 2016 and held it in 15 quarters.
Orgel Wealth Management's Ecolab position peaked at $282K in Q4 2021.
1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on Orgel Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.