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Stokes Capital Advisors’s Ecolab ECL Stock Holding History

Stokes Capital Advisors’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
Q1 		– Sell
-3,824
Closed -$557K – 83
2022
Q4 		$557K Sell
3,824
-36
-0.9% -$5.29K 0.19% 65
2022
Q3 		$557K Buy
3,860
+100
+3% +$16.2K 0.21% 68
2022
Q2 		$578K Sell
3,760
-2,743
-42% -$455K 0.2% 68
2022
Q1 		$1.15M Sell
6,503
-6,351
-49% -$1.19M 0.33% 62
2021
Q4 		$3.02M Sell
12,854
-9,837
-43% -$2.22M 0.9% 47
2021
Q3 		$4.73M Sell
22,691
-63
-0.3% -$13.8K 1.53% 36
2021
Q2 		$4.69M Buy
22,754
+1,889
+9% +$411K 1.54% 34
2021
Q1 		$4.47M Buy
20,865
+595
+3% +$127K 1.83% 26
2020
Q4 		$4.39M Buy
20,270
+505
+3% +$106K 1.91% 20
2020
Q3 		$3.95M Buy
19,765
+1,016
+5% +$203K 1.9% 23
2020
Q2 		$3.73M Buy
18,749
+605
+3% +$117K 1.97% 19
2020
Q1 		$2.83M Sell
18,144
-143
-0.8% -$26.9K 1.7% 25
2019
Q4 		$3.53M Sell
18,287
-113
-0.6% -$21.4K 1.78% 19
2019
Q3 		$3.64M Buy
18,400
+628
+4% +$126K 1.97% 13
2019
Q2 		$3.51M Sell
17,772
-450
-2% -$83.7K 1.99% 13
2019
Q1 		$3.22M Buy
18,222
+327
+2% +$53.1K 1.94% 12
2018
Q4 		$2.64M Buy
17,895
+390
+2% +$59.6K 1.82% 15
2018
Q3 		$2.74M Sell
17,505
-126
-0.7% -$18.7K 1.68% 16
2018
Q2 		$2.47M Buy
17,631
+846
+5% +$122K 1.62% 16
2018
Q1 		$2.3M Buy
16,785
+118
+0.7% +$15.9K 1.51% 18
2017
Q4 		$2.24M Buy
+16,667
New +$2.22M 1.51% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Stokes Capital Advisors's ECL Position: Q1 2023 in Review

Stokes Capital Advisors sold out of Ecolab (ECL) in Q1 2023, closing a stake of 3,824 shares — an estimated $557K sold.

Stokes Capital Advisors first reported a position in ECL in Q4 2017 and held it in 21 quarters. The position peaked at $4.73M in Q3 2021. 1,250 funds tracked by Wall St. Rank hold ECL as of Q1 2023.

  • Stokes Capital Advisors reported no remaining Ecolab position as of Q1 2023 after selling out during the quarter.
  • Stokes Capital Advisors sold 3,824 Ecolab shares in Q1 2023, an estimated $557K.
  • Stokes Capital Advisors first reported a position in Ecolab in Q4 2017 and held it in 21 quarters.
  • Stokes Capital Advisors's Ecolab position peaked at $4.73M in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Ecolab as of Q1 2023.

Based on Stokes Capital Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.