Verity & Verity’s Ecolab ECL Stock Holding History

Verity & Verity’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	-1,159	Closed	-$276K	–	120
2024 Q2	$276K	Hold	1,159	–	–	0.03%	102
2024 Q1	$268K	Hold	1,159	–	–	0.03%	103
2023 Q4	$230K	Buy	+1,159	New	+$208K	0.03%	101
2023 Q3	–	Sell	-1,409	Closed	-$263K	–	103
2023 Q2	$263K	Hold	1,409	–	–	0.03%	89
2023 Q1	$233K	Sell	1,409 -75	-5%	-$11.7K	0.03%	108
2022 Q4	$216K	Sell	1,484 -543	-27%	-$79.8K	0.03%	124
2022 Q3	$293K	Hold	2,027	–	–	0.05%	86
2022 Q2	$312K	Hold	2,027	–	–	0.05%	84
2022 Q1	$358K	Buy	2,027 +187	+10%	+$35.1K	0.05%	83
2021 Q4	$432K	Hold	1,840	–	–	0.06%	81
2021 Q3	$420K	Sell	1,840 -175	-9%	-$38.4K	0.06%	81
2021 Q2	$415K	Hold	2,015	–	–	0.07%	78
2021 Q1	$413K	Sell	2,015 -115	-5%	-$24.5K	0.07%	78
2020 Q4	$471K	Buy	+2,130	New	+$445K	0.09%	78

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Verity & Verity's ECL Position: Q3 2024 in Review

Verity & Verity sold out of Ecolab (ECL) in Q3 2024, closing a stake of 1,159 shares — an estimated $276K sold.

Verity & Verity first reported a position in ECL in Q4 2020 and held it in 14 quarters. The position peaked at $471K in Q4 2020. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

Verity & Verity reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
Verity & Verity sold 1,159 Ecolab shares in Q3 2024, an estimated $276K.
Verity & Verity first reported a position in Ecolab in Q4 2020 and held it in 14 quarters.
Verity & Verity's Ecolab position peaked at $471K in Q4 2020.
1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on Verity & Verity's 13F filing for Q3 2024, filed 7 Nov 2024.