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Tradition Wealth Management’s Ecolab ECL Stock Holding History

Tradition 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
2024
Q1 		– Sell
-451
Closed -$89K – 608
2023
Q4 		$89K Buy
451
+7
+2% +$1.26K 0.01% 505
2023
Q3 		$75K Buy
444
+1
+0.2% +$182 0.01% 508
2023
Q2 		$83K Sell
443
-7
-2% -$1.21K 0.01% 497
2023
Q1 		$75K Buy
450
+12
+3% +$1.87K 0.01% 515
2022
Q4 		$64K Buy
438
+3
+0.7% +$441 0.01% 475
2022
Q3 		$63K Buy
435
+189
+77% +$30.7K 0.01% 459
2022
Q2 		$38K Sell
246
-7
-3% -$1.16K 0.01% 513
2022
Q1 		$45K Sell
253
-1
-0.4% -$188 0.01% 538
2021
Q4 		$60K Buy
254
+2
+0.8% +$452 0.01% 493
2021
Q3 		$53K Buy
252
+1
+0.4% +$219 0.01% 492
2021
Q2 		$52K Hold
251
– – 0.01% 513
2021
Q1 		$54K Buy
251
+62
+33% +$13.2K 0.01% 414
2020
Q4 		$41K Buy
+189
New +$39.5K 0.01% 444

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's ECL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ecolab (ECL) in Q1 2024, closing a stake of 451 shares — an estimated $89K sold.

Tradition Wealth Management first reported a position in ECL in Q4 2020 and held it in 13 quarters. The position peaked at $89K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 451 Ecolab shares in Q1 2024, an estimated $89K.
  • Tradition Wealth Management first reported a position in Ecolab in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Ecolab position peaked at $89K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.