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Squar Milner Financial Services’s Ecolab ECL Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-570
Closed -$88K – 345
2020
Q1 		$88K Sell
570
-348
-38% -$65.4K 0.05% 294
2019
Q4 		$177K Buy
+918
New +$174K 0.09% 217
2019
Q3 		– Sell
-1,015
Closed -$200K – 346
2019
Q2 		$200K Sell
1,015
-100
-9% -$18.6K 0.13% 165
2019
Q1 		$196K Buy
1,115
+10
+0.9% +$1.62K 0.14% 169
2018
Q4 		$163K Sell
1,105
-2
-0.2% -$305 0.16% 157
2018
Q3 		$174K Buy
1,107
+206
+23% +$30.5K 0.16% 174
2018
Q2 		$126K Buy
+901
New +$130K 0.11% 219

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's ECL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ecolab (ECL) in Q2 2020, closing a stake of 570 shares — an estimated $88K sold.

Squar Milner Financial Services first reported a position in ECL in Q2 2018 and held it in 7 quarters. The position peaked at $200K in Q2 2019. 1,243 funds tracked by Wall St. Rank hold ECL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Ecolab position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 570 Ecolab shares in Q2 2020, an estimated $88K.
  • Squar Milner Financial Services first reported a position in Ecolab in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Ecolab position peaked at $200K in Q2 2019.
  • 1,243 funds tracked by Wall St. Rank held Ecolab as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.