RIM
ECL icon

Rockbridge Investment Management’s Ecolab ECL Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-69
Closed -$13.7K – 263
2023
Q4 		$13.7K Buy
+69
New +$12.4K ﹤0.01% 368
2022
Q3 		– Sell
-69
Closed -$10.6K – 249
2022
Q2 		$10.6K Hold
69
– – ﹤0.01% 364
2022
Q1 		$12.4K Hold
69
– – ﹤0.01% 481
2021
Q4 		$16K Hold
69
– – ﹤0.01% 509
2021
Q3 		$14K Hold
69
– – ﹤0.01% 479
2021
Q2 		$14K Hold
69
– – ﹤0.01% 470
2021
Q1 		$15K Hold
69
– – ﹤0.01% 452
2020
Q4 		$15K Hold
69
– – ﹤0.01% 451
2020
Q3 		$14K Hold
69
– – ﹤0.01% 430
2020
Q2 		$14K Buy
+69
New +$13.4K ﹤0.01% 387

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockbridge Investment Management's ECL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Ecolab (ECL) in Q1 2024, closing a stake of 69 shares — an estimated $13.7K sold.

Rockbridge Investment Management first reported a position in ECL in Q2 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 69 Ecolab shares in Q1 2024, an estimated $13.7K.
  • Rockbridge Investment Management first reported a position in Ecolab in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Ecolab position peaked at $16K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.