Surience Private Wealth’s Ecolab ECL Stock Holding History

Surience Private Wealth’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	-13,937	Closed	-$3.22M	–	32
2024 Q1	$3.22M	Buy	+13,937	New	+$2.96M	3.05%	15

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Surience Private Wealth's ECL Position: Q2 2024 in Review

Surience Private Wealth sold out of Ecolab (ECL) in Q2 2024, closing a stake of 13,937 shares — an estimated $3.22M sold.

Surience Private Wealth first reported a position in ECL in Q1 2024 and held it in 1 quarter. The position peaked at $3.22M in Q1 2024. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

Surience Private Wealth reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
Surience Private Wealth sold 13,937 Ecolab shares in Q2 2024, an estimated $3.22M.
Surience Private Wealth first reported a position in Ecolab in Q1 2024 and held it in 1 quarter.
Surience Private Wealth's Ecolab position peaked at $3.22M in Q1 2024.
1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.