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SYSTM Wealth Solutions’s Ecolab ECL Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-71
Closed -$16.9K – 256
2024
Q2 		$16.9K Sell
71
-721
-91% -$167K ﹤0.01% 393
2024
Q1 		$183K Sell
792
-152
-16% -$32.2K 0.02% 408
2023
Q4 		$188K Buy
+944
New +$170K 0.03% 387
2023
Q3 		– Sell
-1,103
Closed -$206K – 472
2023
Q2 		$206K Buy
+1,103
New +$190K 0.03% 452

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SYSTM Wealth Solutions's ECL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Ecolab (ECL) in Q3 2024, closing a stake of 71 shares — an estimated $16.9K sold.

SYSTM Wealth Solutions first reported a position in ECL in Q2 2023 and held it in 4 quarters. The position peaked at $206K in Q2 2023. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 71 Ecolab shares in Q3 2024, an estimated $16.9K.
  • SYSTM Wealth Solutions first reported a position in Ecolab in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Ecolab position peaked at $206K in Q2 2023.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.