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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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