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Partnership Wealth Management’s Ecolab ECL Stock Holding History

Partnership 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
2024
Q4 		– Sell
-700
Closed -$179K – 105
2024
Q3 		$179K Hold
700
– – 0.13% 75
2024
Q2 		$167K Hold
700
– – 0.12% 98
2024
Q1 		$162K Hold
700
– – 0.11% 110
2023
Q4 		$139K Buy
+700
New +$126K 0.1% 108

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Partnership Wealth Management's ECL Position: Q4 2024 in Review

Partnership Wealth Management sold out of Ecolab (ECL) in Q4 2024, closing a stake of 700 shares — an estimated $179K sold.

Partnership Wealth Management first reported a position in ECL in Q4 2023 and held it in 4 quarters. The position peaked at $179K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

  • Partnership Wealth Management reported no remaining Ecolab position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 700 Ecolab shares in Q4 2024, an estimated $179K.
  • Partnership Wealth Management first reported a position in Ecolab in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Ecolab position peaked at $179K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.