Planning Directions’s Ecolab ECL Stock Holding History

Planning Directions’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
2020 Q2	–	Sell	-5,246	Closed	-$817K	–	67
2020 Q1	$817K	Buy	+5,246	New	+$986K	1.15%	25

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planning Directions's ECL Position: Q2 2020 in Review

Planning Directions sold out of Ecolab (ECL) in Q2 2020, closing a stake of 5,246 shares — an estimated $817K sold.

Planning Directions first reported a position in ECL in Q1 2020 and held it in 1 quarter. The position peaked at $817K in Q1 2020. 1,242 funds tracked by Wall St. Rank hold ECL as of Q2 2020.

Planning Directions reported no remaining Ecolab position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 5,246 Ecolab shares in Q2 2020, an estimated $817K.
Planning Directions first reported a position in Ecolab in Q1 2020 and held it in 1 quarter.
Planning Directions's Ecolab position peaked at $817K in Q1 2020.
1,242 funds tracked by Wall St. Rank held Ecolab as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.