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Polaris Wealth Advisory Group’s Ecolab ECL Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-85,250
Closed -$12.1M – 180
2022
Q3 		$12.1M Buy
+85,250
New +$13.8M 1% 36
2016
Q4 		– Sell
-3,372
Closed -$410K – 117
2016
Q3 		$410K Sell
3,372
-80
-2% -$9.66K 0.05% 83
2016
Q2 		$409K Buy
+3,452
New +$402K 0.06% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Polaris Wealth Advisory Group's ECL Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Ecolab (ECL) in Q4 2022, closing a stake of 85,250 shares — an estimated $12.1M sold.

Polaris Wealth Advisory Group first reported a position in ECL in Q2 2016 and held it in 3 quarters. The position peaked at $12.1M in Q3 2022. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

  • Polaris Wealth Advisory Group reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 85,250 Ecolab shares in Q4 2022, an estimated $12.1M.
  • Polaris Wealth Advisory Group first reported a position in Ecolab in Q2 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Ecolab position peaked at $12.1M in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.