Summit Wealth Group’s Ecolab ECL Stock Holding History

Summit Wealth 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 Q2	–	Sell	-22,678	Closed	–	–	135
2023 Q1	$0	Buy	+22,678	New	+$3.53M	﹤0.01%	187

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

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth Group's ECL Position: Q2 2023 in Review

Summit Wealth Group sold out of Ecolab (ECL) in Q2 2023, closing a stake of 22,678 shares.

Summit Wealth Group first reported a position in ECL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

Summit Wealth Group reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 22,678 Ecolab shares in Q2 2023.
Summit Wealth Group first reported a position in Ecolab in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Ecolab position peaked at $0 in Q1 2023.
1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.