Parisi Gray Wealth Management’s Ecolab ECL Stock Holding History

Parisi Gray 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
2023 Q3	–	Sell	-5,427	Closed	-$898K	–	105
2023 Q2	$898K	Buy	5,427 +2,554	+89%	+$440K	0.41%	50
2023 Q1	$476K	Sell	2,873 -2,832	-50%	-$441K	0.3%	52
2022 Q4	$830K	Buy	5,705 +2,588	+83%	+$380K	0.41%	50
2022 Q3	$450K	Sell	3,117 -2,773	-47%	-$450K	0.34%	49
2022 Q2	$906K	Buy	5,890 +59	+1%	+$9.79K	0.47%	43
2022 Q1	$1.03M	Buy	5,831 +25	+0.4%	+$4.7K	0.42%	51
2021 Q4	$1.36M	Buy	5,806 +79	+1%	+$17.9K	0.51%	44
2021 Q3	$1.22M	Buy	5,727 +10	+0.2%	+$2.19K	0.51%	42
2021 Q2	$1.18M	Sell	5,717 -85	-1%	-$18.5K	0.43%	49
2021 Q1	$1.24M	Buy	5,802 +64	+1%	+$13.6K	0.52%	41
2020 Q4	$1.24M	Buy	5,738 +41	+0.7%	+$8.57K	0.55%	38
2020 Q3	$1.14M	Buy	5,697 +142	+3%	+$28.4K	0.59%	37
2020 Q2	$1.1M	Buy	5,555 +6	+0.1%	+$1.16K	0.63%	35
2020 Q1	$862K	Buy	5,549 +509	+10%	+$95.6K	0.61%	39
2019 Q4	$973K	Sell	5,040 -60	-1%	-$11.4K	0.55%	46
2019 Q3	$1.01M	Buy	5,100 +243	+5%	+$48.7K	0.67%	40
2019 Q2	$959K	Sell	4,857 -65	-1%	-$12.1K	0.65%	40
2019 Q1	$869K	Buy	4,922 +53	+1%	+$8.61K	0.56%	41
2018 Q4	$703K	Hold	4,869	–	–	0.48%	48
2018 Q3	$764K	Hold	4,869	–	–	0.47%	50
2018 Q2	$690K	Hold	4,869	–	–	0.46%	53
2018 Q1	$667K	Sell	4,869 -87	-2%	-$11.7K	0.51%	49
2017 Q4	$667K	Buy	+4,956	New	+$659K	0.5%	53

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parisi Gray Wealth Management's ECL Position: Q3 2023 in Review

Parisi Gray Wealth Management sold out of Ecolab (ECL) in Q3 2023, closing a stake of 5,427 shares — an estimated $898K sold.

Parisi Gray Wealth Management first reported a position in ECL in Q4 2017 and held it in 23 quarters. The position peaked at $1.36M in Q4 2021. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

Parisi Gray Wealth Management reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
Parisi Gray Wealth Management sold 5,427 Ecolab shares in Q3 2023, an estimated $898K.
Parisi Gray Wealth Management first reported a position in Ecolab in Q4 2017 and held it in 23 quarters.
Parisi Gray Wealth Management's Ecolab position peaked at $1.36M in Q4 2021.
1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.