TrueWealth LLC’s Ecolab ECL Stock Holding History

TrueWealth LLC’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 Q2	$11K	Hold	54	–	–	﹤0.01%	452
2020 Q1	$8K	Sell	54 -185	-77%	-$34.8K	﹤0.01%	479
2019 Q4	$46K	Buy	239 +13	+6%	+$2.47K	0.02%	282
2019 Q3	$45K	Hold	226	–	–	0.02%	274
2019 Q2	$45K	Sell	226 -80	-26%	-$14.9K	0.02%	277
2019 Q1	$54K	Hold	306	–	–	0.03%	256
2018 Q4	$45K	Hold	306	–	–	0.02%	266
2018 Q3	$48K	Hold	306	–	–	0.02%	275
2018 Q2	$43K	Hold	306	–	–	0.02%	280
2018 Q1	$42K	Buy	306 +17	+6%	+$2.29K	0.02%	274
2017 Q4	$39K	Buy	+289	New	+$38.4K	0.02%	309

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TrueWealth LLC's ECL Position: Q2 2020 in Review

TrueWealth LLC held its Ecolab (ECL) position steady in Q2 2020 at 54 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

TrueWealth LLC first reported a position in ECL in Q4 2017 and has held it in 11 quarters since. The position peaked at $54K in Q1 2019. 1,243 funds tracked by Wall St. Rank hold ECL as of Q2 2020.

TrueWealth LLC held 54 shares of Ecolab worth $11K as of Q2 2020.
TrueWealth LLC left its Ecolab share count unchanged in Q2 2020.
Ecolab made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #452 holding.
TrueWealth LLC first reported a position in Ecolab in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Ecolab position peaked at $54K in Q1 2019.
1,243 funds tracked by Wall St. Rank held Ecolab as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.