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Sutton Wealth Advisors’s Ecolab ECL Stock Holding History

Sutton Wealth 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
Q3 		$29.1K Buy
172
+7
+4% +$1.27K 0.01% 298
2023
Q2 		$30.8K Hold
165
– – 0.01% 287
2023
Q1 		$27.3K Sell
165
-1,635
-91% -$255K 0.01% 268
2022
Q4 		$262K Buy
1,800
+78
+5% +$11.5K 0.1% 147
2022
Q3 		$249K Sell
1,722
-19
-1% -$3.08K 0.1% 146
2022
Q2 		$268K Sell
1,741
-31
-2% -$5.14K 0.11% 136
2022
Q1 		$313K Sell
1,772
-2
-0.1% -$376 0.11% 132
2021
Q4 		$416K Hold
1,774
– – 0.14% 104
2021
Q3 		$370K Sell
1,774
-162
-8% -$35.5K 0.14% 114
2021
Q2 		$399K Buy
1,936
+45
+2% +$9.78K 0.15% 111
2021
Q1 		$405K Buy
1,891
+4
+0.2% +$851 0.16% 101
2020
Q4 		$408K Buy
1,887
+18
+1% +$3.76K 0.17% 97
2020
Q3 		$374K Buy
1,869
+121
+7% +$24.2K 0.18% 96
2020
Q2 		$348K Buy
1,748
+5
+0.3% +$968 0.18% 97
2020
Q1 		$272K Buy
1,743
+3
+0.2% +$564 0.17% 98
2019
Q4 		$336K Hold
1,740
– – 0.17% 103
2019
Q3 		$345K Hold
1,740
– – 0.19% 90
2019
Q2 		$344K Hold
1,740
– – 0.2% 92
2019
Q1 		$307K Hold
1,740
– – 0.18% 102
2018
Q4 		$256K Buy
1,740
+59
+4% +$9.01K 0.17% 102
2018
Q3 		$264K Hold
1,681
– – 0.17% 101
2018
Q2 		$236K Sell
1,681
-3
-0.2% -$433 0.16% 106
2018
Q1 		$231K Hold
1,684
– – 0.17% 108
2017
Q4 		$226K Hold
1,684
– – 0.17% 115
2017
Q3 		$217K Hold
1,684
– – 0.17% 107
2017
Q2 		$224K Buy
1,684
+14
+0.8% +$1.81K 0.18% 100
2017
Q1 		$209K Hold
1,670
– – 0.18% 100
2016
Q4 		$196K Hold
1,670
– – 0.18% 101
2016
Q3 		$203K Buy
1,670
+8
+0.5% +$966 0.19% 92
2016
Q2 		$197K Buy
1,662
+10
+0.6% +$1.17K 0.19% 93
2016
Q1 		$184K Buy
+1,652
New +$176K 0.17% 95

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 $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's ECL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Ecolab (ECL) stake by 4.2% in Q3 2023, buying an estimated $1.27K and bringing the position to 172 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #298.

Sutton Wealth Advisors first reported a position in ECL in Q1 2016 and has held it in 31 quarters since. The position peaked at $416K in Q4 2021. 1,259 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • Sutton Wealth Advisors held 172 shares of Ecolab worth $29.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 7 Ecolab shares in Q3 2023, an estimated $1.27K.
  • Ecolab made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #298 holding.
  • Sutton Wealth Advisors first reported a position in Ecolab in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Ecolab position peaked at $416K in Q4 2021.
  • 1,259 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.