SWM
ECL icon

SVA Wealth Management’s Ecolab ECL Stock Holding History

SVA 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
2020
Q4 		$6.14M Sell
28,382
-155
-0.5% -$32.4K 0.54% 39
2020
Q3 		$5.7M Buy
28,537
+1,683
+6% +$336K 0.57% 40
2020
Q2 		$5.34M Buy
26,854
+1,475
+6% +$286K 0.57% 42
2020
Q1 		$3.96M Buy
+25,379
New +$4.77M 0.45% 47

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVA Wealth Management's ECL Position: Q4 2020 in Review

SVA Wealth Management reduced its Ecolab (ECL) stake by 0.54% in Q4 2020, selling an estimated $32.4K and leaving 28,382 shares worth $6.14M. The position accounts for 0.54% of the portfolio, ranked #39.

SVA Wealth Management first reported a position in ECL in Q1 2020 and has held it in 4 quarters since. 1,323 funds tracked by Wall St. Rank hold ECL as of Q4 2020.

  • SVA Wealth Management held 28,382 shares of Ecolab worth $6.14M as of Q4 2020.
  • SVA Wealth Management sold 155 Ecolab shares in Q4 2020, an estimated $32.4K.
  • Ecolab made up 0.54% of SVA Wealth Management's portfolio in Q4 2020, its #39 holding.
  • SVA Wealth Management first reported a position in Ecolab in Q1 2020 and has held it in 4 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Ecolab as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.