SIMA Wealth Partners’s Ecolab ECL Stock Holding History

SIMA Wealth Partners’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 Q3	–	Sell	-7	Closed	-$1.67K	–	153
2024 Q2	$1.67K	Buy	+7	New	+$1.62K	﹤0.01%	155

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SIMA Wealth Partners's ECL Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Ecolab (ECL) in Q3 2024, closing a stake of 7 shares — an estimated $1.67K sold.

SIMA Wealth Partners first reported a position in ECL in Q2 2024 and held it in 1 quarter. The position peaked at $1.67K in Q2 2024. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

SIMA Wealth Partners reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 7 Ecolab shares in Q3 2024, an estimated $1.67K.
SIMA Wealth Partners first reported a position in Ecolab in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's Ecolab position peaked at $1.67K in Q2 2024.
1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.