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SFMG Wealth Advisors’s Ecolab ECL Stock Holding History

SFMG Wealth Advisors’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
-2,282
Closed -$321K – 271
2022
Q3 		$321K Buy
2,282
+33
+1% +$5.35K 0.04% 165
2022
Q2 		$346K Buy
+2,249
New +$373K 0.04% 166
2022
Q1 		– Sell
-2,578
Closed -$605K – 306
2021
Q4 		$605K Sell
2,578
-239
-8% -$54K 0.06% 136
2021
Q3 		$588K Sell
2,817
-106
-4% -$23.2K 0.07% 127
2021
Q2 		$602K Buy
2,923
+376
+15% +$81.7K 0.07% 129
2021
Q1 		$545K Buy
2,547
+19
+0.8% +$4.04K 0.06% 133
2020
Q4 		$547K Buy
2,528
+272
+12% +$56.8K 0.07% 118
2020
Q3 		$451K Buy
2,256
+220
+11% +$44K 0.06% 116
2020
Q2 		$405K Buy
+2,036
New +$394K 0.06% 106

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

SFMG Wealth Advisors's ECL Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of Ecolab (ECL) in Q4 2022, closing a stake of 2,282 shares — an estimated $321K sold.

SFMG Wealth Advisors first reported a position in ECL in Q2 2020 and held it in 9 quarters. The position peaked at $605K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,282 Ecolab shares in Q4 2022, an estimated $321K.
  • SFMG Wealth Advisors first reported a position in Ecolab in Q2 2020 and held it in 9 quarters.
  • SFMG Wealth Advisors's Ecolab position peaked at $605K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.