Shelter Insurance Retirement Plan’s Ecolab ECL Stock Holding History

Shelter Insurance Retirement Plan’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
2019 Q3	–	Sell	-9,666	Closed	-$1.91M	–	16
2019 Q2	$1.91M	Hold	9,666	–	–	0.96%	39
2019 Q1	$1.71M	Hold	9,666	–	–	0.88%	40
2018 Q4	$1.42M	Sell	9,666 -700	-7%	-$107K	0.8%	41
2018 Q3	$1.63M	Hold	10,366	–	–	0.75%	44
2018 Q2	$1.46M	Sell	10,366 -1,400	-12%	-$202K	0.7%	44
2018 Q1	$1.61M	Hold	11,766	–	–	0.75%	40
2017 Q4	$1.58M	Hold	11,766	–	–	0.7%	40
2017 Q3	$1.51M	Sell	11,766 -600	-5%	-$78.9K	0.7%	40
2017 Q2	$1.64M	Sell	12,366 -4,100	-25%	-$530K	0.77%	37
2017 Q1	$2.06M	Hold	16,466	–	–	0.92%	38
2016 Q4	$1.93M	Hold	16,466	–	–	0.87%	38
2016 Q3	$2M	Sell	16,466 -2,900	-15%	-$350K	0.91%	38
2016 Q2	$2.3M	Hold	19,366	–	–	1.05%	36
2016 Q1	$2.16M	Hold	19,366	–	–	1%	39
2015 Q4	$2.21M	Hold	19,366	–	–	1.05%	38
2015 Q3	$2.13M	Hold	19,366	–	–	1.05%	37
2015 Q2	$2.19M	Hold	19,366	–	–	0.98%	38
2015 Q1	$2.21M	Hold	19,366	–	–	1.02%	38
2014 Q4	$2.02M	Hold	19,366	–	–	0.79%	41
2014 Q3	$2.22M	Hold	19,366	–	–	0.91%	39
2014 Q2	$2.1M	Hold	19,366	–	–	0.85%	42
2014 Q1	$2.09M	Hold	19,366	–	–	0.87%	42
2013 Q4	$2.02M	Hold	19,366	–	–	0.8%	44
2013 Q3	$1.91M	Hold	19,366	–	–	0.81%	46
2013 Q2	$1.65M	Buy	+19,366	New	+$1.63M	0.71%	46

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Shelter Insurance Retirement Plan's ECL Position: Q3 2019 in Review

Shelter Insurance Retirement Plan sold out of Ecolab (ECL) in Q3 2019, closing a stake of 9,666 shares — an estimated $1.91M sold.

Shelter Insurance Retirement Plan first reported a position in ECL in Q2 2013 and held it in 25 quarters. The position peaked at $2.3M in Q2 2016. 1,180 funds tracked by Wall St. Rank hold ECL as of Q3 2019.

Shelter Insurance Retirement Plan reported no remaining Ecolab position as of Q3 2019 after selling out during the quarter.
Shelter Insurance Retirement Plan sold 9,666 Ecolab shares in Q3 2019, an estimated $1.91M.
Shelter Insurance Retirement Plan first reported a position in Ecolab in Q2 2013 and held it in 25 quarters.
Shelter Insurance Retirement Plan's Ecolab position peaked at $2.3M in Q2 2016.
1,180 funds tracked by Wall St. Rank held Ecolab as of Q3 2019.

Based on Shelter Insurance Retirement Plan's 13F filing for Q3 2019, filed 21 Nov 2019.