TRUE Private Wealth Advisors’s Ecolab ECL Stock Holding History

TRUE Private 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
2022 Q1	–	Sell	-977	Closed	-$229K	–	246
2021 Q4	$229K	Buy	+977	New	+$221K	0.03%	237
2021 Q1	–	Sell	-894	Closed	-$193K	–	367
2020 Q4	$193K	Buy	894 +64	+8%	+$13.4K	0.03%	201
2020 Q3	$166K	Hold	830	–	–	0.03%	199
2020 Q2	$165K	Sell	830 -11	-1%	-$2.13K	0.03%	190
2020 Q1	$131K	Sell	841 -1,016	-55%	-$191K	0.03%	173
2019 Q4	$359K	Buy	+1,857	New	+$352K	0.06%	157
2019 Q3	–	Sell	-804	Closed	-$159K	–	364
2019 Q2	$159K	Buy	+804	New	+$149K	0.03%	220
2019 Q1	–	Sell	-5,830	Closed	-$861K	–	219
2018 Q4	$861K	Buy	5,830 +308	+6%	+$47K	0.15%	98
2018 Q3	$868K	Buy	5,522 +40	+0.7%	+$5.93K	0.12%	112
2018 Q2	$769K	Buy	5,482 +420	+8%	+$60.6K	0.12%	110
2018 Q1	$695K	Buy	5,062 +140	+3%	+$18.8K	0.12%	108
2017 Q4	$662K	Buy	+4,922	New	+$655K	0.11%	105

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUE Private Wealth Advisors's ECL Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Ecolab (ECL) in Q1 2022, closing a stake of 977 shares — an estimated $229K sold.

TRUE Private Wealth Advisors first reported a position in ECL in Q4 2017 and held it in 12 quarters. The position peaked at $868K in Q3 2018. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 977 Ecolab shares in Q1 2022, an estimated $229K.
TRUE Private Wealth Advisors first reported a position in Ecolab in Q4 2017 and held it in 12 quarters.
TRUE Private Wealth Advisors's Ecolab position peaked at $868K in Q3 2018.
1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.