Steph & Co’s Ecolab ECL Stock Holding History

Steph & Co’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 Q2	–	Sell	-74	Closed	-$17.1K	–	267
2024 Q1	$17.1K	Hold	74	–	–	0.01%	232
2023 Q4	$14.7K	Hold	74	–	–	0.01%	206
2023 Q3	$12.5K	Hold	74	–	–	0.01%	232
2023 Q2	$13.8K	Sell	74 -9	-11%	-$1.55K	0.01%	210
2023 Q1	$13.7K	Hold	83	–	–	0.01%	200
2022 Q4	$12K	Hold	83	–	–	0.01%	213
2022 Q3	$12K	Hold	83	–	–	0.01%	198
2022 Q2	$13K	Hold	83	–	–	0.01%	197
2022 Q1	$15K	Hold	83	–	–	0.01%	255
2021 Q4	$19K	Hold	83	–	–	0.01%	262
2021 Q3	$17K	Hold	83	–	–	0.01%	230
2021 Q2	$17K	Hold	83	–	–	0.01%	199
2021 Q1	$18K	Sell	83 -6	-7%	-$1.28K	0.01%	198
2020 Q4	$19K	Hold	89	–	–	0.01%	195
2020 Q3	$18K	Hold	89	–	–	0.02%	184
2020 Q2	$18K	Sell	89 -10	-10%	-$1.94K	0.02%	187
2020 Q1	$15K	Hold	99	–	–	0.02%	191
2019 Q4	$19K	Buy	+99	New	+$18.8K	0.02%	200

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Steph & Co's ECL Position: Q2 2024 in Review

Steph & Co sold out of Ecolab (ECL) in Q2 2024, closing a stake of 74 shares — an estimated $17.1K sold.

Steph & Co first reported a position in ECL in Q4 2019 and held it in 18 quarters. The position peaked at $19K in Q4 2021. 1,458 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

Steph & Co reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
Steph & Co sold 74 Ecolab shares in Q2 2024, an estimated $17.1K.
Steph & Co first reported a position in Ecolab in Q4 2019 and held it in 18 quarters.
Steph & Co's Ecolab position peaked at $19K in Q4 2021.
1,458 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Steph & Co's 13F filing for Q2 2024, filed 30 Jul 2024.