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Steward Financial Group’s Ecolab ECL Stock Holding History

Steward Financial Group’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
Q3 		$10K Sell
61
-270
-82% -$49.1K ﹤0.01% 375
2023
Q2 		$61K Buy
+331
New +$57K 0.02% 126
2022
Q3 		– Sell
-329
Closed -$50K – 447
2022
Q2 		$50K Buy
329
+12
+4% +$1.99K 0.04% 89
2022
Q1 		$55K Hold
317
– – 0.05% 80
2021
Q4 		$74K Buy
+317
New +$71.7K 0.07% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Financial Group's ECL Position: Q3 2023 in Review

Steward Financial Group reduced its Ecolab (ECL) stake by 82% in Q3 2023, selling an estimated $49.1K and leaving 61 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Steward Financial Group first reported a position in ECL in Q4 2021 and has held it in 5 quarters since. The position peaked at $74K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • Steward Financial Group held 61 shares of Ecolab worth $10K as of Q3 2023.
  • Steward Financial Group sold 270 Ecolab shares in Q3 2023, an estimated $49.1K.
  • Ecolab made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #375 holding.
  • Steward Financial Group first reported a position in Ecolab in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Ecolab position peaked at $74K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.