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Sonen Capital’s Ecolab ECL Stock Holding History

Sonen Capital’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
2023
Q4 		$516K Buy
2,599
+18
+0.7% +$3.24K 0.98% 37
2023
Q3 		$437K Sell
2,581
-35
-1% -$6.37K 0.86% 44
2023
Q2 		$488K Sell
2,616
-764
-23% -$131K 0.81% 42
2023
Q1 		$560K Sell
3,380
-264
-7% -$41.1K 0.95% 33
2022
Q4 		$530K Buy
3,644
+560
+18% +$82.3K 0.87% 45
2022
Q3 		$446K Buy
3,084
+244
+9% +$39.6K 0.72% 61
2022
Q2 		$437K Sell
2,840
-84
-3% -$13.9K 0.63% 62
2022
Q1 		$516K Buy
2,924
+609
+26% +$114K 0.62% 62
2021
Q4 		$543K Buy
+2,315
New +$523K 0.53% 65

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sonen Capital's ECL Position: Q4 2023 in Review

Sonen Capital increased its Ecolab (ECL) stake by 0.7% in Q4 2023, buying an estimated $3.24K and bringing the position to 2,599 shares worth $516K. The position accounts for 0.98% of the portfolio, ranked #37.

Sonen Capital first reported a position in ECL in Q4 2021 and has held it in 9 quarters since. The position peaked at $560K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

  • Sonen Capital held 2,599 shares of Ecolab worth $516K as of Q4 2023.
  • Sonen Capital bought 18 Ecolab shares in Q4 2023, an estimated $3.24K.
  • Ecolab made up 0.98% of Sonen Capital's portfolio in Q4 2023, its #37 holding.
  • Sonen Capital first reported a position in Ecolab in Q4 2021 and has held it in 9 quarters since.
  • Sonen Capital's Ecolab position peaked at $560K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.