Sugarloaf Wealth Management’s Ecolab ECL Stock Holding History

Sugarloaf Wealth Management’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 Q4	$14.3K	Hold	61	–	–	﹤0.01%	447
2024 Q3	$15.6K	Hold	61	–	–	﹤0.01%	451
2024 Q2	$14.5K	Hold	61	–	–	﹤0.01%	443
2024 Q1	$14.1K	Sell	61 -104	-63%	-$22.1K	﹤0.01%	454
2023 Q4	$32.7K	Hold	165	–	–	0.01%	333
2023 Q3	$28K	Buy	165 +1	+0.6%	+$182	0.01%	349
2023 Q2	$30.6K	Hold	164	–	–	0.01%	344
2023 Q1	$27.1K	Buy	164 +5	+3%	+$779	0.01%	357
2022 Q4	$23.1K	Hold	159	–	–	0.01%	386
2022 Q3	$23K	Hold	159	–	–	0.01%	403
2022 Q2	$24K	Hold	159	–	–	0.01%	388
2022 Q1	$28K	Hold	159	–	–	0.01%	357
2021 Q4	$37K	Hold	159	–	–	0.01%	334
2021 Q3	$33K	Hold	159	–	–	0.01%	337
2021 Q2	$33K	Hold	159	–	–	0.01%	332
2021 Q1	$34	Hold	159	–	–	0.01%	331
2020 Q4	$34K	Hold	159	–	–	0.01%	297
2020 Q3	$32K	Hold	159	–	–	0.01%	297
2020 Q2	$32K	Hold	159	–	–	0.01%	288
2020 Q1	$25K	Hold	159	–	–	0.01%	295
2019 Q4	$31K	Buy	+159	New	+$30.2K	0.01%	306

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Sugarloaf Wealth Management's ECL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Ecolab (ECL) position steady in Q4 2024 at 61 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Sugarloaf Wealth Management first reported a position in ECL in Q4 2019 and has held it in 21 quarters since. The position peaked at $37K in Q4 2021. 1,559 funds tracked by Wall St. Rank hold ECL as of Q4 2024.

Sugarloaf Wealth Management held 61 shares of Ecolab worth $14.3K as of Q4 2024.
Sugarloaf Wealth Management left its Ecolab share count unchanged in Q4 2024.
Ecolab made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #447 holding.
Sugarloaf Wealth Management first reported a position in Ecolab in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Ecolab position peaked at $37K in Q4 2021.
1,559 funds tracked by Wall St. Rank held Ecolab as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.