Selective Wealth Management’s Ecolab ECL Stock Holding History

Selective 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
2022 Q4	–	Sell	-29	Closed	-$4K	–	270
2022 Q3	$4K	Hold	29	–	–	﹤0.01%	608
2022 Q2	$4K	Sell	29 -13	-31%	-$2.16K	﹤0.01%	646
2022 Q1	$7K	Hold	42	–	–	﹤0.01%	570
2021 Q4	$10K	Hold	42	–	–	﹤0.01%	481
2021 Q3	$9K	Hold	42	–	–	﹤0.01%	442
2021 Q2	$9K	Buy	42 +13	+45%	+$2.83K	0.01%	355
2021 Q1	$6K	Hold	29	–	–	0.01%	293
2020 Q4	$6K	Hold	29	–	–	﹤0.01%	278
2020 Q3	$6K	Hold	29	–	–	﹤0.01%	236
2020 Q2	$6K	Hold	29	–	–	0.01%	280
2020 Q1	$5K	Hold	29	–	–	0.01%	200
2019 Q4	$6K	Hold	29	–	–	0.01%	199
2019 Q3	$6K	Buy	+29	New	+$5.81K	0.01%	204

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Selective Wealth Management's ECL Position: Q4 2022 in Review

Selective Wealth Management sold out of Ecolab (ECL) in Q4 2022, closing a stake of 29 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in ECL in Q3 2019 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

Selective Wealth Management reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 29 Ecolab shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Ecolab in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Ecolab position peaked at $10K in Q4 2021.
1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.