Waddell & Reed Financial’s Ecolab ECL Stock Holding History

Waddell & Reed Financial’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
2021 Q1	$4.12M	Sell	19,224 -524	-3%	-$111K	0.01%	439
2020 Q4	$4.27M	Buy	+19,748	New	+$4.13M	0.01%	443
2019 Q1	–	Sell	-203,352	Closed	-$30M	–	501
2018 Q4	$30M	Sell	203,352 -84,018	-29%	-$12.8M	0.08%	271
2018 Q3	$45.1M	Sell	287,370 -74,948	-21%	-$11.1M	0.1%	237
2018 Q2	$50.8M	Sell	362,318 -13,650	-4%	-$1.97M	0.12%	192
2018 Q1	$51.5M	Sell	375,968 -33,550	-8%	-$4.51M	0.12%	197
2017 Q4	$54.9M	Buy	409,518 +352,318	+616%	+$46.9M	0.12%	193
2017 Q3	$7.36M	Buy	+57,200	New	+$7.52M	0.02%	446
2016 Q4	–	Sell	-83,000	Closed	-$10.1M	–	586
2016 Q3	$10.1M	Buy	83,000 +33,000	+66%	+$3.98M	0.02%	413
2016 Q2	$5.93M	Buy	+50,000	New	+$5.83M	0.01%	455

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Reed Financial's ECL Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Ecolab (ECL) stake by 2.7% in Q1 2021, selling an estimated $111K and leaving 19,224 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #439.

Waddell & Reed Financial first reported a position in ECL in Q2 2016 and has held it in 10 quarters since. The position peaked at $54.9M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold ECL as of Q1 2021.

Waddell & Reed Financial held 19,224 shares of Ecolab worth $4.12M as of Q1 2021.
Waddell & Reed Financial sold 524 Ecolab shares in Q1 2021, an estimated $111K.
Ecolab made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #439 holding.
Waddell & Reed Financial first reported a position in Ecolab in Q2 2016 and has held it in 10 quarters since.
Waddell & Reed Financial's Ecolab position peaked at $54.9M in Q4 2017.
1,316 funds tracked by Wall St. Rank held Ecolab as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.